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 | $8,945 | $189,613-95.3% | $167,512-94.7% | $142,382-93.7% |
| Participation rate | 94.1% | 80.1%+14.0pp | 77.1%+17.1pp | 80.1%+14.0pp |
| Annual return | 17.70% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,407 | $6,981-65.5% | $6,405-62.4% | $6,507-63.0% |
| Admin fee / account holder | $141 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |