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 | $14,000 | $82,664-83.1% | $125,339-88.8% | $68,494-79.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | 20.94% | -5.97%+26.9pp | 572.05%-551.1pp | -7.84%+28.8pp |
| Employer contribution / active EE | $768 | $3,381-77.3% | $4,814-84.0% | $2,596-70.4% |
| Participant deferral / active EE | $8,803 | $6,110+44.1% | $7,446+18.2% | $4,027+118.6% |
| Admin fee / account holder | $73 | $6,275-98.8% | $10,010-99.3% | $5,403-98.6% |