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 | $4,599 | $102,245-95.5% | $89,340-94.9% | $137,256-96.6% |
| Participation rate | 76.5% | 74.9%+1.6pp | 69.6%+6.9pp | 80.0%-3.5pp |
| Annual return | 18.27% | 21.89%-3.6pp | 20.57%-2.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,986 | $4,436-55.2% | $3,823-48.0% | $6,407-69.0% |
| Admin fee / account holder | $278 | $8,085-96.6% | $6,704-95.9% | $12,270-97.7% |