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 | $5,508 | $189,613-97.1% | $167,512-96.7% | $142,382-96.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 31.79% | 2024.68%-1992.9pp | 1615.79%-1584.0pp | 217.08%-185.3pp |
| Employer contribution / active EE | $781 | $4,349-82.0% | $3,882-79.9% | $4,299-81.8% |
| Participant deferral / active EE | $1,279 | $6,981-81.7% | $6,405-80.0% | $6,507-80.4% |
| Admin fee / account holder | $2 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |