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 | $7,859 | $165,335-95.2% | $149,696-94.8% | $158,922-95.1% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 26.62% | 348.15%-321.5pp | 276.60%-250.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,986 | $5,103-61.1% | $4,644-57.2% | $4,761-58.3% |
| Participant deferral / active EE | $4,156 | $7,181-42.1% | $6,842-39.3% | $5,982-30.5% |
| Admin fee / account holder | $105 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |