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 5-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 | $1,639 | $49,922-96.7% | $80,569-98.0% | $75,163-97.8% |
| Participation rate | 88.5% | 55.3%+33.2pp | 67.0%+21.5pp | 67.2%+21.3pp |
| Annual return | 30.18% | 34.69%-4.5pp | 935.43%-905.3pp | 160.62%-130.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,181 | $2,990-60.5% | $4,447-73.5% | $4,125-71.4% |
| Admin fee / account holder | $181 | $3,577-94.9% | $5,377-96.6% | $5,651-96.8% |