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 | $3,199 | $71,050-95.5% | $93,606-96.6% | $80,856-96.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 17.47% | 11.26%+6.2pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,105 | $1,564-29.3% | $2,420-54.3% | $2,755-59.9% |
| Participant deferral / active EE | $1,787 | $4,034-55.7% | $4,411-59.5% | $4,296-58.4% |
| Admin fee / account holder | $239 | $6,945-96.6% | $8,285-97.1% | $6,918-96.5% |