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 | $15,319 | $133,922-88.6% | $116,228-86.8% | $142,382-89.2% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 26.40% | 147.76%-121.4pp | 90.06%-63.7pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,171 | $3,446-37.0% | $2,994-27.5% | $4,299-49.5% |
| Participant deferral / active EE | $3,802 | $5,672-33.0% | $4,953-23.2% | $6,507-41.6% |
| Admin fee / account holder | $79 | $14,945-99.5% | $11,989-99.3% | $12,624-99.4% |