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 | $13,899 | $112,881-87.7% | $90,951-84.7% | $158,922-91.3% |
| Participation rate | 84.2% | 74.7%+9.5pp | 69.0%+15.2pp | 82.0%+2.3pp |
| Annual return | 34.35% | 215.79%-181.4pp | 134.60%-100.3pp | 302.83%-268.5pp |
| Employer contribution / active EE | $1,463 | $2,893-49.4% | $2,122-31.1% | $4,761-69.3% |
| Participant deferral / active EE | $2,070 | $4,128-49.8% | $3,373-38.6% | $5,982-65.4% |
| Admin fee / account holder | $207 | $8,041-97.4% | $5,959-96.5% | $11,246-98.2% |