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 4-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 | $713 | $27,641-97.4% | $61,373-98.8% | $68,494-99.0% |
| Participation rate | 77.6% | 39.5%+38.1pp | 52.6%+25.0pp | 67.9%+9.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $215 | $695-69.0% | $1,159-81.4% | $2,596-91.7% |
| Participant deferral / active EE | $684 | $1,263-45.8% | $2,125-67.8% | $4,027-83.0% |
| Admin fee / account holder | $9 | $2,010-99.5% | $2,130-99.6% | $5,403-99.8% |