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 8-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 | $20,793 | $78,422-73.5% | $95,952-78.3% | $79,858-74.0% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 25.32% | 19.37%+6.0pp | 91.61%-66.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $2,720 | $1,945+39.8% | $2,541+7.0% | $2,471+10.1% |
| Participant deferral / active EE | $4,519 | $3,440+31.4% | $4,167+8.4% | $3,740+20.8% |
| Admin fee / account holder | $68 | $5,622-98.8% | $6,795-99.0% | $5,306-98.7% |