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 | $17,076 | $98,750-82.7% | $149,696-88.6% | $79,858-78.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 25.63% | 27.43%-1.8pp | 276.60%-251.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $961 | $3,216-70.1% | $4,644-79.3% | $2,471-61.1% |
| Participant deferral / active EE | $4,152 | $5,680-26.9% | $6,842-39.3% | $3,740+11.0% |
| Admin fee / account holder | $219 | $6,053-96.4% | $9,309-97.6% | $5,306-95.9% |