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 | $2,300 | $149,040-98.5% | $120,225-98.1% | $137,256-98.3% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 33.20% | 605.68%-572.5pp | 439.23%-406.0pp | 220.34%-187.1pp |
| Employer contribution / active EE | $552 | $4,350-87.3% | $3,475-84.1% | $4,156-86.7% |
| Participant deferral / active EE | $981 | $4,655-78.9% | $3,999-75.5% | $6,407-84.7% |
| Admin fee / account holder | $269 | $6,348-95.8% | $5,696-95.3% | $12,270-97.8% |