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 6-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 | $7,032 | $78,672-91.1% | $109,143-93.6% | $85,850-91.8% |
| Participation rate | 75.7% | 68.3%+7.4pp | 75.9%-0.2pp | 69.3%+6.4pp |
| Annual return | 16.09% | 25.09%-9.0pp | 25.75%-9.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $969 | $2,735-64.6% | $3,722-74.0% | $2,565-62.2% |
| Participant deferral / active EE | $1,689 | $3,467-51.3% | $4,653-63.7% | $3,952-57.3% |
| Admin fee / account holder | $38 | $5,469-99.3% | $6,752-99.4% | $6,260-99.4% |