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 | $11,196 | $50,958-78.0% | $74,550-85.0% | $64,186-82.6% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.1%+23.5pp | 69.6%+23.1pp |
| Annual return | -7.96% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,159 | $2,301+37.3% | $3,108+1.6% | $3,470-8.9% |
| Admin fee / account holder | $4 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |