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 | $14,978 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 25.93% | 74.59%-48.7pp | 66.58%-40.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $2,107 | $4,804-56.1% | $4,554-53.7% | $4,156-49.3% |
| Participant deferral / active EE | $5,425 | $8,216-34.0% | $7,897-31.3% | $6,407-15.3% |
| Admin fee / account holder | $80 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |