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 6-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 | $9,197 | $189,613-95.1% | $167,512-94.5% | $142,382-93.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.52% | 2024.68%-2001.2pp | 1615.79%-1592.3pp | 217.08%-193.6pp |
| Employer contribution / active EE | $958 | $4,349-78.0% | $3,882-75.3% | $4,299-77.7% |
| Participant deferral / active EE | $1,484 | $6,981-78.8% | $6,405-76.8% | $6,507-77.2% |
| Admin fee / account holder | $3 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |