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 | $5,433 | $102,317-94.7% | $146,958-96.3% | $80,856-93.3% |
| Participation rate | 71.1% | 75.8%-4.8pp | 82.2%-11.1pp | 67.6%+3.4pp |
| Annual return | 32.79% | 134.76%-102.0pp | 418.34%-385.6pp | 35.59%-2.8pp |
| Employer contribution / active EE | $1,312 | $3,713-64.7% | $4,933-73.4% | $2,755-52.4% |
| Participant deferral / active EE | $2,784 | $6,644-58.1% | $8,070-65.5% | $4,296-35.2% |
| Admin fee / account holder | $116 | $7,941-98.5% | $12,998-99.1% | $6,918-98.3% |