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 | $1,524 | $109,327-98.6% | $89,391-98.3% | $158,922-99.0% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.0%+25.8pp | 82.0%+11.8pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $552 | $3,170-82.6% | $2,586-78.7% | $4,761-88.4% |
| Participant deferral / active EE | $848 | $4,598-81.6% | $3,890-78.2% | $5,982-85.8% |
| Admin fee / account holder | $72 | $6,153-98.8% | $4,881-98.5% | $11,246-99.4% |