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 | $7,338 | $112,729-93.5% | $98,716-92.6% | $137,256-94.7% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.3%+23.0pp | 80.0%+12.3pp |
| Annual return | 23.19% | 38.48%-15.3pp | 31.81%-8.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,122 | $4,640-54.3% | $4,048-47.6% | $6,407-66.9% |
| Admin fee / account holder | $152 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |