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 | $10,181 | $159,602-93.6% | $150,045-93.2% | $142,382-92.8% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 22.79% | 70.24%-47.4pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,701 | $4,961-65.7% | $4,693-63.8% | $4,299-60.4% |
| Participant deferral / active EE | $2,567 | $8,310-69.1% | $7,997-67.9% | $6,507-60.6% |
| Admin fee / account holder | $136 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |