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 4-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 | $2,878 | $54,350-94.7% | $82,719-96.5% | $68,494-95.8% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.0pp | 67.9%+24.7pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,119 | $2,218-49.5% | $3,009-62.8% | $2,596-56.9% |
| Participant deferral / active EE | $1,686 | $3,246-48.0% | $4,395-61.6% | $4,027-58.1% |
| Admin fee / account holder | $13 | $4,395-99.7% | $5,329-99.8% | $5,403-99.8% |