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 10-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 | $14,632 | $132,239-88.9% | $105,722-86.2% | $273,961-94.7% |
| Participation rate | 79.2% | 83.2%-4.0pp | 78.9%+0.3pp | 83.0%-3.8pp |
| Annual return | 0.00% | 10.07%-10.1pp | 12.25%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,661 | $4,867-45.3% | $4,079-34.8% | $4,869-45.4% |
| Participant deferral / active EE | $6,847 | $6,233+9.9% | $5,326+28.6% | $5,287+29.5% |
| Admin fee / account holder | $24 | $12,032-99.8% | $8,308-99.7% | $10,132-99.8% |