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 | $5,826 | $106,749-94.5% | $145,433-96.0% | $82,448-92.9% |
| Participation rate | 82.1% | 75.6%+6.5pp | 82.1%0pp | 68.1%+14.1pp |
| Annual return | 45.77% | 27.59%+18.2pp | 66.58%-20.8pp | 41.64%+4.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,277 | $6,519-49.7% | $7,897-58.5% | $4,139-20.8% |
| Admin fee / account holder | $17 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |