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 | $2,849 | $48,795-94.2% | $65,493-95.6% | $84,808-96.6% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 17.00% | 20.20%-3.2pp | 982.45%-965.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,172 | $2,928-60.0% | $3,961-70.4% | $4,212-72.2% |
| Admin fee / account holder | $286 | $3,877-92.6% | $5,028-94.3% | $7,344-96.1% |