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 4-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 | $7,082 | $100,970-93.0% | $96,576-92.7% | $137,256-94.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.30% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $705 | $3,809-81.5% | $3,553-80.2% | $4,156-83.0% |
| Participant deferral / active EE | $3,525 | $8,286-57.5% | $7,956-55.7% | $6,407-45.0% |
| Admin fee / account holder | $5 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |