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 3-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 | $13,282 | $89,753-85.2% | $107,525-87.6% | $84,808-84.3% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 29.18% | 29.48%-0.3pp | 181.32%-152.1pp | 40.90%-11.7pp |
| Employer contribution / active EE | $1,923 | $3,113-38.2% | $3,754-48.8% | $2,631-26.9% |
| Participant deferral / active EE | $3,380 | $4,056-16.7% | $5,116-33.9% | $4,212-19.7% |
| Admin fee / account holder | $103 | $7,222-98.6% | $8,919-98.8% | $7,344-98.6% |