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 4-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 | $18,461 | $94,625-80.5% | $116,228-84.1% | $84,808-78.2% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 20.24% | 20.40%-0.2pp | 90.06%-69.8pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,669 | $3,972+17.6% | $4,953-5.7% | $4,212+10.9% |
| Admin fee / account holder | $147 | $10,091-98.5% | $11,989-98.8% | $7,344-98.0% |