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 4-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 | $10,824 | $138,044-92.2% | $125,339-91.4% | $134,475-92.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.26% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,066 | $5,243-60.6% | $4,814-57.1% | $4,740-56.4% |
| Participant deferral / active EE | $4,859 | $7,799-37.7% | $7,446-34.8% | $6,400-24.1% |
| Admin fee / account holder | $101 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |