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 3-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 | $6,763 | $111,535-93.9% | $105,223-93.6% | $137,256-95.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 41.35% | 237.85%-196.5pp | 180.65%-139.3pp | 220.34%-179.0pp |
| Employer contribution / active EE | $1,785 | $3,939-54.7% | $3,689-51.6% | $4,156-57.1% |
| Participant deferral / active EE | $2,317 | $5,500-57.9% | $5,072-54.3% | $6,407-63.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |