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 4-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 | $13,567 | $127,065-89.3% | $113,168-88.0% | $142,382-90.5% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 22.46% | 24.03%-1.6pp | 24.27%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,272 | $3,442-63.1% | $2,975-57.3% | $4,299-70.4% |
| Participant deferral / active EE | $2,418 | $5,716-57.7% | $5,107-52.6% | $6,507-62.8% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.9% |