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 | $21,231 | $80,968-73.8% | $96,544-78.0% | $75,163-71.8% |
| Participation rate | 83.7% | 71.8%+11.9pp | 76.0%+7.7pp | 67.2%+16.5pp |
| Annual return | 32.33% | 27.06%+5.3pp | 25.84%+6.5pp | 160.62%-128.3pp |
| Employer contribution / active EE | $2,225 | $2,282-2.5% | $2,965-24.9% | $2,670-16.6% |
| Participant deferral / active EE | $3,903 | $3,928-0.6% | $4,851-19.5% | $4,125-5.4% |
| Admin fee / account holder | $206 | $6,724-96.9% | $8,252-97.5% | $5,651-96.4% |