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 5-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 | $16,968 | $178,174-90.5% | $156,181-89.1% | $137,256-87.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 23.31% | 84.19%-60.9pp | 64.87%-41.6pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,614 | $4,972-67.5% | $4,294-62.4% | $4,156-61.2% |
| Participant deferral / active EE | $3,150 | $6,888-54.3% | $6,132-48.6% | $6,407-50.8% |
| Admin fee / account holder | $54 | $17,404-99.7% | $14,586-99.6% | $12,270-99.6% |