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 | $7,026 | $232,540-97.0% | $185,117-96.2% | $147,584-95.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 39.76% | 43.03%-3.3pp | 40.50%-0.7pp | 578.55%-538.8pp |
| Employer contribution / active EE | $779 | $5,195-85.0% | $4,182-81.4% | $4,876-84.0% |
| Participant deferral / active EE | $4,060 | $5,834-30.4% | $5,045-19.5% | $5,439-25.3% |
| Admin fee / account holder | $18 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |