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 7-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 | $3,430 | $54,045-93.7% | $115,157-97.0% | $65,185-94.7% |
| Participation rate | 83.5% | 63.5%+19.9pp | 75.9%+7.6pp | 70.2%+13.3pp |
| Annual return | 0.00% | 26.55%-26.5pp | 35.60%-35.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,258 | $1,653-23.9% | $3,179-60.4% | $2,177-42.2% |
| Participant deferral / active EE | $1,874 | $2,504-25.1% | $4,168-55.0% | $3,514-46.7% |
| Admin fee / account holder | $60 | $626-90.4% | $7,088-99.1% | $847-92.9% |