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 | $3,966 | $69,207-94.3% | $64,056-93.8% | $139,434-97.2% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 42.00% | 45.88%-3.9pp | 33.69%+8.3pp | 372.94%-330.9pp |
| Employer contribution / active EE | $964 | $3,182-69.7% | $2,747-64.9% | $4,751-79.7% |
| Participant deferral / active EE | $1,754 | $4,682-62.5% | $3,880-54.8% | $6,710-73.9% |
| Admin fee / account holder | $282 | $4,244-93.3% | $3,068-90.8% | $11,403-97.5% |