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 | $5,103 | $45,035-88.7% | $62,995-91.9% | $70,131-92.7% |
| Participation rate | 77.1% | 69.5%+7.6pp | 74.8%+2.3pp | 69.5%+7.5pp |
| Annual return | 29.92% | 18.76%+11.2pp | 87.57%-57.6pp | 73.14%-43.2pp |
| Employer contribution / active EE | $703 | $2,051-65.7% | $2,759-74.5% | $2,342-70.0% |
| Participant deferral / active EE | $1,345 | $2,465-45.4% | $3,329-59.6% | $3,332-59.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |