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 9-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 | $3,776 | $53,127-92.9% | $86,590-95.6% | $70,131-94.6% |
| Participation rate | 77.1% | 65.3%+11.8pp | 73.5%+3.6pp | 69.5%+7.6pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $298 | $2,068-85.6% | $2,839-89.5% | $2,342-87.3% |
| Participant deferral / active EE | $2,091 | $2,696-22.4% | $3,609-42.0% | $3,332-37.2% |
| Admin fee / account holder | $114 | $3,585-96.8% | $4,906-97.7% | $4,645-97.5% |