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 | $9,332 | $178,174-94.8% | $156,181-94.0% | $137,256-93.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 45.06% | 84.19%-39.1pp | 64.87%-19.8pp | 220.34%-175.3pp |
| Employer contribution / active EE | $3,079 | $4,972-38.1% | $4,294-28.3% | $4,156-25.9% |
| Participant deferral / active EE | $3,862 | $6,888-43.9% | $6,132-37.0% | $6,407-39.7% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |