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 | $1,017 | $30,400-96.7% | $53,898-98.1% | $84,808-98.8% |
| Participation rate | 84.9% | 46.4%+38.5pp | 55.0%+29.9pp | 68.3%+16.6pp |
| Annual return | 21.76% | 500.19%-478.4pp | 528.60%-506.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $598 | $1,199-50.1% | $1,826-67.2% | $4,212-85.8% |
| Admin fee / account holder | $251 | $1,993-87.4% | $2,491-89.9% | $7,344-96.6% |