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 | $7,058 | $64,348-89.0% | $90,160-92.2% | $70,131-89.9% |
| Participation rate | 75.7% | 70.4%+5.2pp | 76.9%-1.2pp | 69.5%+6.1pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $389 | $2,046-81.0% | $3,318-88.3% | $2,342-83.4% |
| Participant deferral / active EE | $4,109 | $4,389-6.4% | $5,288-22.3% | $3,332+23.3% |
| Admin fee / account holder | $7 | $3,944-99.8% | $5,943-99.9% | $4,645-99.9% |