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 | $1,984 | $49,173-96.0% | $121,098-98.4% | $75,163-97.4% |
| Participation rate | 92.0% | 55.4%+36.6pp | 69.5%+22.5pp | 67.2%+24.8pp |
| Annual return | 45.19% | 55.99%-10.8pp | 985.75%-940.6pp | 160.62%-115.4pp |
| Employer contribution / active EE | $576 | $1,546-62.7% | $4,164-86.2% | $2,670-78.4% |
| Participant deferral / active EE | $997 | $2,628-62.1% | $4,080-75.6% | $4,125-75.8% |
| Admin fee / account holder | $209 | $3,942-94.7% | $5,644-96.3% | $5,651-96.3% |