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 | $15,928 | $88,672-82.0% | $105,223-84.9% | $82,448-80.7% |
| Participation rate | 93.8% | 67.9%+25.8pp | 75.0%+18.7pp | 68.1%+25.7pp |
| Annual return | 22.72% | 30.86%-8.1pp | 180.65%-157.9pp | 41.64%-18.9pp |
| Employer contribution / active EE | $2,769 | $3,048-9.2% | $3,689-24.9% | $2,551+8.5% |
| Participant deferral / active EE | $4,703 | $4,036+16.5% | $5,072-7.3% | $4,139+13.6% |
| Admin fee / account holder | $137 | $7,146-98.1% | $8,859-98.4% | $7,234-98.1% |