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 9-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 | $6,148 | $58,627-89.5% | $76,735-92.0% | $82,448-92.5% |
| Participation rate | 80.5% | 63.2%+17.3pp | 69.5%+11.0pp | 68.1%+12.4pp |
| Annual return | 19.40% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,538 | $3,134-50.9% | $4,088-62.4% | $4,139-62.9% |
| Admin fee / account holder | $249 | $5,323-95.3% | $7,189-96.5% | $7,234-96.6% |