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 | $3,399 | $57,590-94.1% | $86,233-96.1% | $82,448-95.9% |
| Participation rate | 72.6% | 57.9%+14.7pp | 69.0%+3.6pp | 68.1%+4.5pp |
| Annual return | 26.46% | 22.41%+4.0pp | 61.39%-34.9pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $894 | $3,080-71.0% | $4,559-80.4% | $4,139-78.4% |
| Admin fee / account holder | $61 | $4,730-98.7% | $8,342-99.3% | $7,234-99.2% |