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 7-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 | $3,793 | $60,124-93.7% | $90,404-95.8% | $79,858-95.3% |
| Participation rate | 97.0% | 65.0%+32.0pp | 72.7%+24.3pp | 69.6%+27.3pp |
| Annual return | 17.59% | 71.94%-54.4pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $313 | $2,068-84.8% | $3,262-90.4% | $2,471-87.3% |
| Participant deferral / active EE | $1,136 | $2,938-61.3% | $3,963-71.3% | $3,740-69.6% |
| Admin fee / account holder | $176 | $3,976-95.6% | $5,611-96.9% | $5,306-96.7% |