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 | $3,509 | $77,634-95.5% | $156,549-97.8% | $62,891-94.4% |
| Participation rate | 87.0% | 71.2%+15.8pp | 84.0%+2.9pp | 69.3%+17.7pp |
| Annual return | 7.18% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,111 | $3,045-63.5% | $4,871-77.2% | $3,203-65.3% |
| Admin fee / account holder | $127 | $5,561-97.7% | $13,027-99.0% | $4,296-97.0% |