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 | $15,982 | $56,897-71.9% | $84,750-81.1% | $62,891-74.6% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,496 | $2,400+4.0% | $3,574-30.2% | $2,281+9.4% |
| Participant deferral / active EE | $4,422 | $2,709+63.2% | $3,712+19.1% | $3,203+38.1% |
| Admin fee / account holder | $156 | $3,581-95.6% | $5,332-97.1% | $4,296-96.4% |