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 | $13,084 | $93,571-86.0% | $135,903-90.4% | $75,163-82.6% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 16.61% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,029 | $3,537-70.9% | $4,856-78.8% | $2,670-61.4% |
| Participant deferral / active EE | $4,316 | $6,404-32.6% | $7,758-44.4% | $4,125+4.6% |
| Admin fee / account holder | $243 | $6,975-96.5% | $10,762-97.7% | $5,651-95.7% |