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 | $2,458 | $34,934-93.0% | $56,411-95.6% | $74,495-96.7% |
| Participation rate | 74.5% | 32.8%+41.7pp | 52.5%+22.1pp | 67.2%+7.3pp |
| Annual return | 10.78% | 25.94%-15.2pp | 1701.33%-1690.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $656 | $609+7.8% | $1,039-36.8% | $2,623-75.0% |
| Participant deferral / active EE | $932 | $1,170-20.3% | $1,952-52.2% | $4,346-78.5% |
| Admin fee / account holder | $258 | $2,364-89.1% | $2,829-90.9% | $1,942-86.7% |