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 | $3,478 | $104,974-96.7% | $95,585-96.4% | $142,382-97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 43.23% | 210.33%-167.1pp | 38.56%+4.7pp | 217.08%-173.8pp |
| Employer contribution / active EE | $1,301 | $2,779-53.2% | $2,527-48.5% | $4,299-69.7% |
| Participant deferral / active EE | $1,876 | $4,352-56.9% | $4,023-53.4% | $6,507-71.2% |
| Admin fee / account holder | $1 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |