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 | $10,103 | $77,419-86.9% | $69,455-85.5% | $152,861-93.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.4%+7.6pp |
| Annual return | 27.58% | 39.06%-11.5pp | 28.97%-1.4pp | 345.32%-317.7pp |
| Employer contribution / active EE | $691 | $3,315-79.1% | $2,779-75.1% | $4,762-85.5% |
| Participant deferral / active EE | $5,081 | $4,414+15.1% | $3,535+43.7% | $5,850-13.1% |
| Admin fee / account holder | $240 | $6,207-96.1% | $3,839-93.7% | $11,596-97.9% |