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 5-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 | $5,356 | $109,817-95.1% | $98,442-94.6% | $167,490-96.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 53.55% | 1956.69%-1903.1pp | 1492.73%-1439.2pp | 478.56%-425.0pp |
| Employer contribution / active EE | $1,623 | $3,224-49.7% | $2,960-45.2% | $4,837-66.5% |
| Participant deferral / active EE | $1,819 | $4,673-61.1% | $4,276-57.5% | $6,341-71.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |