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.
Annual investment return 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 | $2,758 | $76,407-96.4% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 86.1% | 66.4%+19.7pp | 77.8%+8.4pp | 68.1%+18.0pp |
| Annual return | 9.19% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $323 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $1,436 | $3,214-55.3% | $5,453-73.7% | $4,139-65.3% |
| Admin fee / account holder | $260 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |