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 | $10,625 | $189,613-94.4% | $167,512-93.7% | $142,382-92.5% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 26.61% | 2024.68%-1998.1pp | 1615.79%-1589.2pp | 217.08%-190.5pp |
| Employer contribution / active EE | $791 | $4,349-81.8% | $3,882-79.6% | $4,299-81.6% |
| Participant deferral / active EE | $2,088 | $6,981-70.1% | $6,405-67.4% | $6,507-67.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |