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 6-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 | $4,545 | $101,883-95.5% | $453,369-99.0% | $85,850-94.7% |
| Participation rate | 83.9% | 72.3%+11.6pp | 78.0%+5.9pp | 69.3%+14.6pp |
| Annual return | 41.26% | 25.38%+15.9pp | 64.40%-23.1pp | 318.53%-277.3pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,201 | $4,782-33.0% | $6,209-48.4% | $3,952-19.0% |
| Admin fee / account holder | $13 | $5,706-99.8% | $11,209-99.9% | $6,260-99.8% |