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 | $13,406 | $94,031-85.7% | $115,768-88.4% | $82,448-83.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 21.22% | 20.61%+0.6pp | 100.46%-79.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,000 | $2,323-57.0% | $2,940-66.0% | $2,551-60.8% |
| Participant deferral / active EE | $2,447 | $3,972-38.4% | $4,917-50.2% | $4,139-40.9% |
| Admin fee / account holder | $232 | $10,249-97.7% | $12,439-98.1% | $7,234-96.8% |