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 3-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 | $6,783 | $77,899-91.3% | $149,673-95.5% | $75,163-91.0% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 26.04% | 31.72%-5.7pp | 134.42%-108.4pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,737 | $3,137-44.6% | $4,818-63.9% | $2,670-34.9% |
| Participant deferral / active EE | $1,790 | $3,411-47.5% | $5,680-68.5% | $4,125-56.6% |
| Admin fee / account holder | $277 | $5,956-95.4% | $13,210-97.9% | $5,651-95.1% |