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 | $4,577 | $109,982-95.8% | $97,226-95.3% | $145,922-96.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 31.68% | 242.90%-211.2pp | 75.13%-43.5pp | 561.29%-529.6pp |
| Employer contribution / active EE | $1,067 | $3,084-65.4% | $2,729-60.9% | $4,660-77.1% |
| Participant deferral / active EE | $2,120 | $4,676-54.7% | $4,264-50.3% | $6,688-68.3% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |