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 5-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 | $11,556 | $64,707-82.1% | $112,228-89.7% | $68,494-83.1% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -5.20% | -11.40%+6.2pp | 27.45%-32.7pp | -7.84%+2.6pp |
| Employer contribution / active EE | $4,219 | $2,746+53.7% | $3,635+16.1% | $2,596+62.5% |
| Participant deferral / active EE | $3,114 | $3,565-12.7% | $4,728-34.1% | $4,027-22.7% |
| Admin fee / account holder | $42 | $5,232-99.2% | $6,410-99.3% | $5,403-99.2% |