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 | $826 | $81,625-99.0% | $58,482-98.6% | $139,434-99.4% |
| Participation rate | 93.3% | 61.3%+32.0pp | 50.9%+42.5pp | 80.3%+13.0pp |
| Annual return | 18.73% | 7404.20%-7385.5pp | 4239.32%-4220.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $563 | $2,557-78.0% | $1,924-70.7% | $6,710-91.6% |
| Admin fee / account holder | $140 | $3,265-95.7% | $2,516-94.4% | $11,403-98.8% |