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 10-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 | $2,639 | $72,177-96.3% | $115,037-97.7% | $59,632-95.6% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | 88.95% | 12.02%+76.9pp | 26.14%+62.8pp | 2041.28%-1952.3pp |
| Employer contribution / active EE | $845 | $2,841-70.3% | $4,608-81.7% | $2,203-61.6% |
| Participant deferral / active EE | $2,020 | $4,783-57.8% | $6,026-66.5% | $3,192-36.7% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |