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 10-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 | $16,795 | $228,332-92.6% | $185,823-91.0% | $158,922-89.4% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 30.25% | 40.80%-10.6pp | 35.95%-5.7pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,356 | $4,967-72.7% | $4,087-66.8% | $4,761-71.5% |
| Participant deferral / active EE | $1,845 | $6,415-71.2% | $5,632-67.2% | $5,982-69.2% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |