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 4-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 | $8,343 | $106,515-92.2% | $96,683-91.4% | $139,434-94.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 27.54% | 38.43%-10.9pp | 35.69%-8.2pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,878 | $4,103-54.2% | $3,737-49.7% | $4,751-60.5% |
| Participant deferral / active EE | $3,076 | $5,454-43.6% | $4,878-37.0% | $6,710-54.2% |
| Admin fee / account holder | $210 | $7,877-97.3% | $6,730-96.9% | $11,403-98.2% |