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 3-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 | $10,284 | $124,425-91.7% | $112,040-90.8% | $137,256-92.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 23.67% | 24.72%-1.0pp | 24.52%-0.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,768 | $3,411-48.2% | $2,954-40.1% | $4,156-57.5% |
| Participant deferral / active EE | $1,899 | $5,718-66.8% | $5,098-62.7% | $6,407-70.4% |
| Admin fee / account holder | $149 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |