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 | $12,940 | $183,592-93.0% | $155,567-91.7% | $145,959-91.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.72% | 61.24%-42.5pp | 64.74%-46.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $2,322 | $5,315-56.3% | $4,674-50.3% | $4,661-50.2% |
| Participant deferral / active EE | $3,132 | $6,464-51.5% | $5,628-44.3% | $6,689-53.2% |
| Admin fee / account holder | $276 | $19,318-98.6% | $15,916-98.3% | $13,398-97.9% |