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 | $17,031 | $127,065-86.6% | $113,168-85.0% | $142,382-88.0% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 18.65% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,905 | $3,442-44.6% | $2,975-36.0% | $4,299-55.7% |
| Participant deferral / active EE | $4,602 | $5,716-19.5% | $5,107-9.9% | $6,507-29.3% |
| Admin fee / account holder | $160 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |