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 10-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 | $20,433 | $60,349-66.1% | $74,183-72.5% | $62,891-67.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.80% | 21.37%-12.6pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,676 | $1,680+118.8% | $2,370+55.1% | $2,281+61.2% |
| Participant deferral / active EE | $2,719 | $2,856-4.8% | $3,550-23.4% | $3,203-15.1% |
| Admin fee / account holder | $28 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |