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 | $11,668 | $106,749-89.1% | $145,433-92.0% | $82,448-85.8% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 28.20% | 27.59%+0.6pp | 66.58%-38.4pp | 41.64%-13.4pp |
| Employer contribution / active EE | $1,162 | $3,444-66.3% | $4,554-74.5% | $2,551-54.4% |
| Participant deferral / active EE | $2,807 | $6,519-56.9% | $7,897-64.5% | $4,139-32.2% |
| Admin fee / account holder | $99 | $8,390-98.8% | $13,129-99.2% | $7,234-98.6% |