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 10-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 | $6,737 | $85,766-92.1% | $136,294-95.1% | $70,131-90.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 26.91% | 31.45%-4.5pp | 5155.94%-5129.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $905 | $2,966-69.5% | $4,695-80.7% | $2,342-61.4% |
| Participant deferral / active EE | $2,204 | $5,051-56.4% | $6,247-64.7% | $3,332-33.8% |
| Admin fee / account holder | $46 | $5,420-99.2% | $9,243-99.5% | $4,645-99.0% |