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 | $10,718 | $178,174-94.0% | $156,181-93.1% | $137,256-92.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 26.22% | 84.19%-58.0pp | 64.87%-38.7pp | 220.34%-194.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,431 | $6,888-50.2% | $6,132-44.0% | $6,407-46.4% |
| Admin fee / account holder | $139 | $17,404-99.2% | $14,586-99.0% | $12,270-98.9% |