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 | $6,331 | $65,561-90.3% | $86,188-92.7% | $75,163-91.6% |
| Participation rate | 97.2% | 60.5%+36.7pp | 69.0%+28.3pp | 67.2%+30.0pp |
| Annual return | 55.48% | 46.05%+9.4pp | 1168.45%-1113.0pp | 160.62%-105.1pp |
| Employer contribution / active EE | $2,640 | $1,553+70.0% | $2,380+10.9% | $2,670-1.1% |
| Participant deferral / active EE | $3,002 | $3,024-0.7% | $3,985-24.7% | $4,125-27.2% |
| Admin fee / account holder | $58 | $5,474-98.9% | $6,852-99.2% | $5,651-99.0% |