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 4-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 | $3,599 | $76,407-95.3% | $150,298-97.6% | $82,448-95.6% |
| Participation rate | 91.5% | 66.4%+25.1pp | 77.8%+13.8pp | 68.1%+23.5pp |
| Annual return | 14.21% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $932 | $2,614-64.4% | $4,154-77.6% | $2,551-63.5% |
| Participant deferral / active EE | $1,239 | $3,214-61.5% | $5,453-77.3% | $4,139-70.1% |
| Admin fee / account holder | $176 | $6,352-97.2% | $14,116-98.7% | $7,234-97.6% |