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 | $13,681 | $106,749-87.2% | $145,433-90.6% | $82,448-83.4% |
| Participation rate | 70.7% | 75.6%-4.9pp | 82.1%-11.4pp | 68.1%+2.7pp |
| Annual return | 45.65% | 27.59%+18.1pp | 66.58%-20.9pp | 41.64%+4.0pp |
| Employer contribution / active EE | $1,078 | $3,444-68.7% | $4,554-76.3% | $2,551-57.7% |
| Participant deferral / active EE | $5,010 | $6,519-23.1% | $7,897-36.6% | $4,139+21.0% |
| Admin fee / account holder | $76 | $8,390-99.1% | $13,129-99.4% | $7,234-98.9% |