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 7-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 | $1,811 | $95,416-98.1% | $185,823-99.0% | $85,850-97.9% |
| Participation rate | 86.2% | 68.8%+17.4pp | 81.7%+4.5pp | 69.3%+16.8pp |
| Annual return | 17.87% | 23.59%-5.7pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,240 | $3,423-63.8% | $5,568-77.7% | $3,952-68.6% |
| Admin fee / account holder | $80 | $7,213-98.9% | $16,237-99.5% | $6,260-98.7% |