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 7-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 | $29,974 | $91,552-67.3% | $133,956-77.6% | $79,858-62.5% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 14.72% | 61.85%-47.1pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,595 | $2,384-33.1% | $3,919-59.3% | $2,471-35.5% |
| Participant deferral / active EE | $2,747 | $3,733-26.4% | $5,048-45.6% | $3,740-26.5% |
| Admin fee / account holder | $242 | $6,321-96.2% | $8,927-97.3% | $5,306-95.4% |