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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,932 | $92,798-96.8% | $96,707-97.0% | $137,256-97.9% |
| Participation rate | 71.4% | 81.6%-10.2pp | 80.4%-8.9pp | 80.0%-8.5pp |
| Annual return | 42.40% | 31.24%+11.2pp | 34.78%+7.6pp | 220.34%-177.9pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,212 | $5,877-79.4% | $5,997-79.8% | $6,407-81.1% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |