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 | $2,761 | $49,922-94.5% | $80,569-96.6% | $75,163-96.3% |
| Participation rate | 87.5% | 55.3%+32.2pp | 67.0%+20.5pp | 67.2%+20.3pp |
| Annual return | 17.13% | 34.69%-17.6pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $461 | $1,698-72.8% | $2,723-83.1% | $2,670-82.7% |
| Participant deferral / active EE | $838 | $2,990-72.0% | $4,447-81.1% | $4,125-79.7% |
| Admin fee / account holder | $11 | $3,577-99.7% | $5,377-99.8% | $5,651-99.8% |