See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,368 | $181,894-82.8% | $156,549-80.0% | $273,961-88.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.78% | 30.74%-23.0pp | 32.23%-24.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,373 | $6,248-62.0% | $5,501-56.9% | $4,869-51.3% |
| Participant deferral / active EE | $6,822 | $5,550+22.9% | $4,871+40.1% | $5,287+29.0% |
| Admin fee / account holder | $94 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |