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 | $5,977 | $63,355-90.6% | $91,989-93.5% | $72,985-91.8% |
| Participation rate | 91.2% | 72.5%+18.7pp | 78.6%+12.5pp | 69.5%+21.7pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $808 | $2,116-61.8% | $3,452-76.6% | $2,440-66.9% |
| Participant deferral / active EE | $3,349 | $4,883-31.4% | $5,923-43.5% | $3,607-7.2% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |