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 | $12,620 | $110,257-88.6% | $96,544-86.9% | $139,434-90.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 30.05% | 26.32%+3.7pp | 25.84%+4.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $2,233 | $3,620-38.3% | $2,965-24.7% | $4,751-53.0% |
| Participant deferral / active EE | $3,853 | $5,548-30.6% | $4,851-20.6% | $6,710-42.6% |
| Admin fee / account holder | $48 | $11,591-99.6% | $8,252-99.4% | $11,403-99.6% |