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 | $1,158 | $24,811-95.3% | $69,701-98.3% | $74,546-98.4% |
| Participation rate | 77.9% | 63.5%+14.4pp | 66.4%+11.4pp | 67.2%+10.6pp |
| Annual return | 21.69% | 18.53%+3.2pp | 100.32%-78.6pp | 1366.03%-1344.3pp |
| Employer contribution / active EE | $493 | $1,003-50.9% | $1,713-71.3% | $2,624-81.2% |
| Participant deferral / active EE | $932 | $1,904-51.1% | $2,887-67.7% | $4,347-78.6% |
| Admin fee / account holder | $229 | $1,898-87.9% | $4,717-95.1% | $1,944-88.2% |