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 | $4,638 | $158,398-97.1% | $126,539-96.3% | $142,382-96.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 18.18% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $778 | $4,650-83.3% | $3,674-78.8% | $4,299-81.9% |
| Participant deferral / active EE | $853 | $4,767-82.1% | $4,083-79.1% | $6,507-86.9% |
| Admin fee / account holder | $239 | $6,918-96.6% | $6,065-96.1% | $12,624-98.1% |