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 5-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 | $15,601 | $80,968-80.7% | $96,544-83.8% | $75,163-79.2% |
| Participation rate | 95.1% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+27.9pp |
| Annual return | 21.41% | 27.06%-5.7pp | 25.84%-4.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,219 | $3,928-18.1% | $4,851-33.6% | $4,125-22.0% |
| Admin fee / account holder | $137 | $6,724-98.0% | $8,252-98.3% | $5,651-97.6% |