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 3-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 | $15,705 | $80,968-80.6% | $96,544-83.7% | $75,163-79.1% |
| Participation rate | 81.0% | 71.8%+9.2pp | 76.0%+5.0pp | 67.2%+13.8pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,213 | $2,282-3.0% | $2,965-25.4% | $2,670-17.1% |
| Participant deferral / active EE | $3,552 | $3,928-9.6% | $4,851-26.8% | $4,125-13.9% |
| Admin fee / account holder | $124 | $6,724-98.2% | $8,252-98.5% | $5,651-97.8% |