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 | $7,156 | $189,613-96.2% | $167,512-95.7% | $142,382-95.0% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 17.15% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,745 | $6,981-75.0% | $6,405-72.8% | $6,507-73.2% |
| Admin fee / account holder | $52 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |