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 | $5,961 | $76,407-92.2% | $150,298-96.0% | $82,448-92.8% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 15.00% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $605 | $2,614-76.9% | $4,154-85.4% | $2,551-76.3% |
| Participant deferral / active EE | $1,819 | $3,214-43.4% | $5,453-66.6% | $4,139-56.1% |
| Admin fee / account holder | $122 | $6,352-98.1% | $14,116-99.1% | $7,234-98.3% |