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 | $2,791 | $109,982-97.5% | $97,226-97.1% | $145,922-98.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.03% | 242.90%-217.9pp | 75.13%-50.1pp | 561.29%-536.3pp |
| Employer contribution / active EE | $926 | $3,084-70.0% | $2,729-66.1% | $4,660-80.1% |
| Participant deferral / active EE | $1,214 | $4,676-74.0% | $4,264-71.5% | $6,688-81.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |