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 7-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 | $34,033 | $203,436-83.3% | $152,466-77.7% | $167,490-79.7% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.2%-5.5pp | 82.1%-9.4pp |
| Annual return | 12.03% | 13.80%-1.8pp | 757.33%-745.3pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,831 | $5,220-45.8% | $4,327-34.6% | $4,837-41.5% |
| Participant deferral / active EE | $4,472 | $6,716-33.4% | $5,820-23.2% | $6,341-29.5% |
| Admin fee / account holder | $206 | $22,506-99.1% | $15,805-98.7% | $12,309-98.3% |