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 | $14,709 | $74,927-80.4% | $101,794-85.5% | $84,808-82.7% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 23.57% | 18.70%+4.9pp | 30.53%-7.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $385 | $1,522-74.7% | $2,289-83.2% | $2,631-85.4% |
| Participant deferral / active EE | $1,735 | $3,099-44.0% | $4,084-57.5% | $4,212-58.8% |
| Admin fee / account holder | $8 | $6,514-99.9% | $8,777-99.9% | $7,344-99.9% |