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 | $1,015 | $70,606-98.6% | $53,898-98.1% | $142,382-99.3% |
| Participation rate | 81.0% | 63.7%+17.2pp | 55.0%+26.0pp | 80.1%+0.8pp |
| Annual return | 13.07% | 619.81%-606.7pp | 528.60%-515.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $409 | $1,202-66.0% | $932-56.2% | $4,299-90.5% |
| Participant deferral / active EE | $486 | $2,364-79.4% | $1,826-73.4% | $6,507-92.5% |
| Admin fee / account holder | $166 | $2,852-94.2% | $2,491-93.3% | $12,624-98.7% |