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 | $2,901 | $129,217-97.8% | $93,406-96.9% | $158,922-98.2% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | 27.11% | 118.21%-91.1pp | 78.05%-50.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,147 | $3,909-70.6% | $3,126-63.3% | $5,982-80.8% |
| Admin fee / account holder | $95 | $7,383-98.7% | $5,230-98.2% | $11,246-99.2% |