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 | $11,614 | $85,202-86.4% | $172,739-93.3% | $72,985-84.1% |
| Participation rate | 74.4% | 70.1%+4.3pp | 82.6%-8.3pp | 69.5%+4.9pp |
| Annual return | 24.38% | 27.32%-2.9pp | 802.84%-778.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,037 | $3,324-68.8% | $5,143-79.8% | $2,440-57.5% |
| Participant deferral / active EE | $1,625 | $3,260-50.2% | $5,198-68.7% | $3,607-55.0% |
| Admin fee / account holder | $45 | $5,884-99.2% | $13,954-99.7% | $5,124-99.1% |