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 7-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 | $19,233 | $165,335-88.4% | $149,696-87.2% | $158,922-87.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 27.01% | 348.15%-321.1pp | 276.60%-249.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $2,960 | $5,103-42.0% | $4,644-36.3% | $4,761-37.8% |
| Participant deferral / active EE | $4,201 | $7,181-41.5% | $6,842-38.6% | $5,982-29.8% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |