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 4-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 | $23,496 | $109,881-78.6% | $150,045-84.3% | $84,808-72.3% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 26.24% | 28.25%-2.0pp | 62.55%-36.3pp | 40.90%-14.7pp |
| Employer contribution / active EE | $2,876 | $3,561-19.2% | $4,693-38.7% | $2,631+9.3% |
| Participant deferral / active EE | $5,834 | $6,636-12.1% | $7,997-27.0% | $4,212+38.5% |
| Admin fee / account holder | $236 | $8,568-97.2% | $13,435-98.2% | $7,344-96.8% |