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 8-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 | $8,753 | $118,450-92.6% | $98,439-91.1% | $139,434-93.7% |
| Participation rate | 89.5% | 77.4%+12.0pp | 75.2%+14.3pp | 80.3%+9.2pp |
| Annual return | 14.00% | 18.94%-4.9pp | 21.16%-7.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,813 | $5,392-47.8% | $4,738-40.6% | $6,710-58.1% |
| Admin fee / account holder | $275 | $14,026-98.0% | $8,948-96.9% | $11,403-97.6% |