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 10-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 | $9,595 | $48,076-80.0% | $78,689-87.8% | $62,891-84.7% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 8.54% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $252 | $2,015-87.5% | $2,851-91.1% | $2,281-88.9% |
| Participant deferral / active EE | $1,375 | $2,588-46.9% | $3,517-60.9% | $3,203-57.1% |
| Admin fee / account holder | $71 | $3,207-97.8% | $4,510-98.4% | $4,296-98.3% |