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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,397 | $183,592-75.8% | $155,567-71.5% | $145,959-69.6% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 16.45% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,674-45.6% | $4,661-45.4% |
| Participant deferral / active EE | $1,206 | $6,464-81.4% | $5,628-78.6% | $6,689-82.0% |
| Admin fee / account holder | $65 | $19,318-99.7% | $15,916-99.6% | $13,398-99.5% |