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 | $6,622 | $64,839-89.8% | $95,585-93.1% | $84,808-92.2% |
| Participation rate | 83.3% | 63.8%+19.5pp | 72.1%+11.3pp | 68.3%+15.0pp |
| Annual return | 144.85% | -670.96%+815.8pp | 38.56%+106.3pp | 40.90%+104.0pp |
| Employer contribution / active EE | $823 | $1,759-53.2% | $2,527-67.4% | $2,631-68.7% |
| Participant deferral / active EE | $910 | $2,965-69.3% | $4,023-77.4% | $4,212-78.4% |
| Admin fee / account holder | $216 | $5,964-96.4% | $6,127-96.5% | $7,344-97.1% |