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 | $10,429 | $84,233-87.6% | $170,442-93.9% | $70,131-85.1% |
| Participation rate | 93.0% | 70.8%+22.2pp | 83.6%+9.4pp | 69.5%+23.4pp |
| Annual return | 13.26% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,727 | $3,387-49.0% | $5,433-68.2% | $2,342-26.3% |
| Participant deferral / active EE | $1,107 | $3,086-64.1% | $4,939-77.6% | $3,332-66.8% |
| Admin fee / account holder | $43 | $5,698-99.2% | $13,880-99.7% | $4,645-99.1% |