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 10-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 | $3,174 | $63,346-95.0% | $92,233-96.6% | $70,131-95.5% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 67.39% | 530.12%-462.7pp | 176.28%-108.9pp | 73.14%-5.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,135 | $2,854+9.9% | $3,897-19.6% | $3,332-5.9% |
| Admin fee / account holder | $30 | $3,840-99.2% | $5,194-99.4% | $4,645-99.4% |