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 | $8,368 | $111,724-92.5% | $93,606-91.1% | $145,922-94.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 25.22% | 202.98%-177.8pp | 133.20%-108.0pp | 561.29%-536.1pp |
| Employer contribution / active EE | $559 | $3,090-81.9% | $2,420-76.9% | $4,660-88.0% |
| Participant deferral / active EE | $2,808 | $4,912-42.8% | $4,411-36.3% | $6,688-58.0% |
| Admin fee / account holder | $65 | $10,250-99.4% | $8,285-99.2% | $13,397-99.5% |