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 6-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 | $10,649 | $59,101-82.0% | $77,163-86.2% | $75,163-85.8% |
| Participation rate | 85.7% | 63.9%+21.9pp | 69.6%+16.1pp | 67.2%+18.5pp |
| Annual return | 29.20% | 26.71%+2.5pp | 37.87%-8.7pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,654 | $1,995-17.1% | $2,535-34.7% | $2,670-38.0% |
| Participant deferral / active EE | $2,651 | $2,999-11.6% | $3,833-30.8% | $4,125-35.7% |
| Admin fee / account holder | $127 | $4,774-97.3% | $5,472-97.7% | $5,651-97.8% |