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 5-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 | $5,915 | $189,613-96.9% | $167,512-96.5% | $142,382-95.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 29.99% | 2024.68%-1994.7pp | 1615.79%-1585.8pp | 217.08%-187.1pp |
| Employer contribution / active EE | $808 | $4,349-81.4% | $3,882-79.2% | $4,299-81.2% |
| Participant deferral / active EE | $1,265 | $6,981-81.9% | $6,405-80.3% | $6,507-80.6% |
| Admin fee / account holder | $7 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |