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 3-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 | $14,753 | $154,228-90.4% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 25.32% | 74.59%-49.3pp | 66.58%-41.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,334 | $4,804-51.4% | $4,554-48.8% | $4,156-43.9% |
| Participant deferral / active EE | $4,044 | $8,216-50.8% | $7,897-48.8% | $6,407-36.9% |
| Admin fee / account holder | $260 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |