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 6-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 | $11,938 | $71,883-83.4% | $86,677-86.2% | $68,494-82.6% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -13.78% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,662 | $2,173-23.5% | $2,836-41.4% | $2,596-36.0% |
| Participant deferral / active EE | $4,279 | $3,779+13.2% | $4,656-8.1% | $4,027+6.2% |
| Admin fee / account holder | $291 | $6,112-95.2% | $7,493-96.1% | $5,403-94.6% |