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 8-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 | $10,829 | $72,277-85.0% | $101,248-89.3% | $79,858-86.4% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.8%+20.6pp | 69.6%+26.7pp |
| Annual return | 21.19% | 22.30%-1.1pp | 46.47%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,607 | $2,692-3.1% | $3,660-28.8% | $2,471+5.5% |
| Participant deferral / active EE | $1,743 | $3,282-46.9% | $4,370-60.1% | $3,740-53.4% |
| Admin fee / account holder | $232 | $4,400-94.7% | $5,945-96.1% | $5,306-95.6% |