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 10-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 | $22,658 | $238,490-90.5% | $180,183-87.4% | $142,382-84.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 42.44% | 33.56%+8.9pp | 27.86%+14.6pp | 217.08%-174.6pp |
| Employer contribution / active EE | $5,270 | $6,143-14.2% | $5,039+4.6% | $4,299+22.6% |
| Participant deferral / active EE | $10,254 | $7,996+28.2% | $6,822+50.3% | $6,507+57.6% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |