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 | $17,859 | $78,672-77.3% | $109,143-83.6% | $85,850-79.2% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 19.43% | 25.09%-5.7pp | 25.75%-6.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,562 | $2,735-42.9% | $3,722-58.0% | $2,565-39.1% |
| Participant deferral / active EE | $2,577 | $3,467-25.7% | $4,653-44.6% | $3,952-34.8% |
| Admin fee / account holder | $268 | $5,469-95.1% | $6,752-96.0% | $6,260-95.7% |