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 8-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 | $5,419 | $108,172-95.0% | $77,482-93.0% | $158,922-96.6% |
| Participation rate | 93.8% | 64.4%+29.3pp | 54.2%+39.6pp | 82.0%+11.8pp |
| Annual return | 26.43% | 31.67%-5.2pp | 54.79%-28.4pp | 302.83%-276.4pp |
| Employer contribution / active EE | $592 | $1,325-55.3% | $986-40.0% | $4,761-87.6% |
| Participant deferral / active EE | $1,451 | $2,456-40.9% | $1,861-22.1% | $5,982-75.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |