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 4-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 | $4,027 | $73,004-94.5% | $90,749-95.6% | $68,494-94.1% |
| Participation rate | 95.7% | 70.8%+24.9pp | 75.7%+20.1pp | 67.9%+27.9pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,558 | $2,193-29.0% | $2,921-46.7% | $2,596-40.0% |
| Participant deferral / active EE | $2,205 | $3,627-39.2% | $4,564-51.7% | $4,027-45.3% |
| Admin fee / account holder | $26 | $5,896-99.6% | $8,445-99.7% | $5,403-99.5% |