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 | $2,757 | $39,122-93.0% | $57,179-95.2% | $62,891-95.6% |
| Participation rate | 94.7% | 70.5%+24.2pp | 75.3%+19.4pp | 69.3%+25.4pp |
| Annual return | 29.78% | 9.23%+20.5pp | 14.59%+15.2pp | 20.14%+9.6pp |
| Employer contribution / active EE | $577 | $1,874-69.2% | $2,682-78.5% | $2,281-74.7% |
| Participant deferral / active EE | $1,293 | $2,374-45.5% | $3,096-58.3% | $3,203-59.6% |
| Admin fee / account holder | $90 | $2,592-96.5% | $3,139-97.1% | $4,296-97.9% |