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 | $20,934 | $108,825-80.8% | $156,181-86.6% | $82,448-74.6% |
| Participation rate | 93.2% | 72.4%+20.8pp | 78.8%+14.4pp | 68.1%+25.1pp |
| Annual return | 345.13% | 20.59%+324.5pp | 64.87%+280.3pp | 41.64%+303.5pp |
| Employer contribution / active EE | $1,034 | $2,870-64.0% | $4,294-75.9% | $2,551-59.5% |
| Participant deferral / active EE | $3,652 | $4,577-20.2% | $6,132-40.4% | $4,139-11.8% |
| Admin fee / account holder | $209 | $9,341-97.8% | $14,586-98.6% | $7,234-97.1% |