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 | $1,301 | $81,625-98.4% | $58,482-97.8% | $139,434-99.1% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 23.71% | 7404.20%-7380.5pp | 4239.32%-4215.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $480 | $1,398-65.7% | $1,053-54.4% | $4,751-89.9% |
| Participant deferral / active EE | $523 | $2,557-79.5% | $1,924-72.8% | $6,710-92.2% |
| Admin fee / account holder | $267 | $3,265-91.8% | $2,516-89.4% | $11,403-97.7% |