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 | $19,329 | $153,772-87.4% | $133,980-85.6% | $273,961-92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.71% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,768 | $6,029-54.1% | $5,211-46.9% | $4,869-43.1% |
| Participant deferral / active EE | $4,773 | $6,958-31.4% | $6,282-24.0% | $5,287-9.7% |
| Admin fee / account holder | $36 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |