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 7-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 | $14,534 | $109,881-86.8% | $150,045-90.3% | $84,808-82.9% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 24.82% | 28.25%-3.4pp | 62.55%-37.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $1,012 | $3,561-71.6% | $4,693-78.4% | $2,631-61.5% |
| Participant deferral / active EE | $3,675 | $6,636-44.6% | $7,997-54.0% | $4,212-12.7% |
| Admin fee / account holder | $117 | $8,568-98.6% | $13,435-99.1% | $7,344-98.4% |