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 | $3,348 | $80,717-95.9% | $154,803-97.8% | $84,808-96.1% |
| Participation rate | 75.8% | 66.8%+9.0pp | 78.1%-2.3pp | 68.3%+7.5pp |
| Annual return | 19.46% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $765 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $1,092 | $3,303-67.0% | $5,540-80.3% | $4,212-74.1% |
| Admin fee / account holder | $197 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |