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 7-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 | $9,757 | $132,634-92.6% | $115,768-91.6% | $137,256-92.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 18.68% | 160.70%-142.0pp | 100.46%-81.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,396 | $5,619-57.4% | $4,917-51.3% | $6,407-62.6% |
| Admin fee / account holder | $98 | $15,028-99.3% | $12,439-99.2% | $12,270-99.2% |