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 9-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 | $17,896 | $99,032-81.9% | $80,019-77.6% | $135,375-86.8% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | 34.22% | 15.39%+18.8pp | 11.22%+23.0pp | 519.73%-485.5pp |
| Employer contribution / active EE | $1,822 | $3,043-40.1% | $2,468-26.2% | $4,779-61.9% |
| Participant deferral / active EE | $4,864 | $4,282+13.6% | $3,686+32.0% | $5,609-13.3% |
| Admin fee / account holder | $268 | $10,436-97.4% | $6,521-95.9% | $10,827-97.5% |