Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $6,815 | $47,479-85.6% | $62,929-89.2% | $82,448-91.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.08% | 20.34%-3.3pp | 1063.93%-1046.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,203 | $1,885-36.2% | $2,505-52.0% | $2,551-52.9% |
| Participant deferral / active EE | $1,402 | $2,870-51.2% | $3,888-63.9% | $4,139-66.1% |
| Admin fee / account holder | $20 | $3,804-99.5% | $5,065-99.6% | $7,234-99.7% |