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 | $4,526 | $48,795-90.7% | $65,493-93.1% | $84,808-94.7% |
| Participation rate | 77.8% | 67.0%+10.8pp | 73.1%+4.7pp | 68.3%+9.5pp |
| Annual return | 24.64% | 20.20%+4.4pp | 982.45%-957.8pp | 40.90%-16.3pp |
| Employer contribution / active EE | $381 | $1,930-80.2% | $2,574-85.2% | $2,631-85.5% |
| Participant deferral / active EE | $1,557 | $2,928-46.8% | $3,961-60.7% | $4,212-63.0% |
| Admin fee / account holder | $185 | $3,877-95.2% | $5,028-96.3% | $7,344-97.5% |