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 | $3,217 | $118,427-97.3% | $66,042-95.1% | $142,382-97.7% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 23.43% | 35.57%-12.1pp | 52.11%-28.7pp | 217.08%-193.6pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,095 | $4,311-74.6% | $2,835-61.4% | $6,507-83.2% |
| Admin fee / account holder | $283 | $9,593-97.1% | $5,747-95.1% | $12,624-97.8% |