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 9-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 | $5,065 | $100,004-94.9% | $81,438-93.8% | $145,959-96.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 186.49% | 34.34%+152.2pp | 24.74%+161.8pp | 561.95%-375.5pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,782 | $4,603-61.3% | $3,883-54.1% | $6,689-73.4% |
| Admin fee / account holder | $252 | $8,202-96.9% | $5,764-95.6% | $13,398-98.1% |