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 7-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 | $3,841 | $92,703-95.9% | $82,719-95.4% | $134,475-97.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -17.41% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,740 | $4,802-63.8% | $4,395-60.4% | $6,400-72.8% |
| Admin fee / account holder | $183 | $5,983-96.9% | $5,329-96.6% | $11,426-98.4% |