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 | $2,587 | $77,899-96.7% | $149,673-98.3% | $75,163-96.6% |
| Participation rate | 84.1% | 65.6%+18.5pp | 78.8%+5.4pp | 67.2%+16.9pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $620 | $3,137-80.3% | $4,818-87.1% | $2,670-76.8% |
| Participant deferral / active EE | $1,077 | $3,411-68.4% | $5,680-81.0% | $4,125-73.9% |
| Admin fee / account holder | $16 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |