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 | $13,758 | $63,346-78.3% | $92,233-85.1% | $70,131-80.4% |
| Participation rate | 82.4% | 68.7%+13.7pp | 76.5%+5.9pp | 69.5%+12.8pp |
| Annual return | 21.08% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $732 | $2,471-70.4% | $3,679-80.1% | $2,342-68.8% |
| Participant deferral / active EE | $2,057 | $2,854-27.9% | $3,897-47.2% | $3,332-38.3% |
| Admin fee / account holder | $239 | $3,840-93.8% | $5,194-95.4% | $4,645-94.9% |