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 | $14,330 | $79,449-82.0% | $189,557-92.4% | $85,850-83.3% |
| Participation rate | 88.9% | 66.0%+22.9pp | 78.4%+10.4pp | 69.3%+19.6pp |
| Annual return | 51.38% | 18.45%+32.9pp | 64.17%-12.8pp | 318.53%-267.2pp |
| Employer contribution / active EE | $567 | $2,081-72.7% | $4,412-87.1% | $2,565-77.9% |
| Participant deferral / active EE | $1,934 | $4,051-52.3% | $6,174-68.7% | $3,952-51.1% |
| Admin fee / account holder | $21 | $5,377-99.6% | $9,807-99.8% | $6,260-99.7% |