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 | $10,473 | $106,115-90.1% | $85,969-87.8% | $125,391-91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.46% | 13.93%-13.5pp | 9.32%-8.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,146 | $4,537-74.7% | $3,474-67.0% | $4,866-76.4% |
| Participant deferral / active EE | $1,700 | $4,859-65.0% | $3,829-55.6% | $5,352-68.2% |
| Admin fee / account holder | $57 | $8,144-99.3% | $6,053-99.1% | $9,540-99.4% |