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 | $625 | $29,319-97.9% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 96.0% | 46.9%+49.1pp | 55.6%+40.4pp | 68.1%+27.9pp |
| Annual return | 30.24% | 535.20%-505.0pp | 302.12%-271.9pp | 41.64%-11.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $515 | $1,171-56.1% | $1,790-71.3% | $4,139-87.6% |
| Admin fee / account holder | $103 | $1,962-94.8% | $2,495-95.9% | $7,234-98.6% |