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 8-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 | $12,308 | $72,012-82.9% | $185,823-93.4% | $79,858-84.6% |
| Participation rate | 85.7% | 65.8%+20.0pp | 78.0%+7.7pp | 69.6%+16.1pp |
| Annual return | 28.71% | 23.12%+5.6pp | 35.95%-7.2pp | 31.71%-3.0pp |
| Employer contribution / active EE | $1,706 | $1,965-13.2% | $4,087-58.3% | $2,471-31.0% |
| Participant deferral / active EE | $3,110 | $3,779-17.7% | $5,632-44.8% | $3,740-16.8% |
| Admin fee / account holder | $284 | $4,513-93.7% | $9,500-97.0% | $5,306-94.6% |