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 3-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 | $6,414 | $111,724-94.3% | $93,606-93.1% | $145,922-95.6% |
| Participation rate | 85.0% | 74.2%+10.8pp | 68.7%+16.3pp | 80.3%+4.7pp |
| Annual return | 14.58% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,349 | $3,090-56.4% | $2,420-44.3% | $4,660-71.1% |
| Participant deferral / active EE | $1,658 | $4,912-66.2% | $4,411-62.4% | $6,688-75.2% |
| Admin fee / account holder | $150 | $10,250-98.5% | $8,285-98.2% | $13,397-98.9% |