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.
Annual investment return 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 | $31,959 | $97,750-67.3% | $103,464-69.1% | $145,959-78.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 25.43%-16.3pp | 23.91%-14.8pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,335 | $4,685-50.2% | $4,677-50.1% | $4,661-49.9% |
| Participant deferral / active EE | $6,975 | $6,603+5.6% | $6,624+5.3% | $6,689+4.3% |
| Admin fee / account holder | $118 | $12,515-99.1% | $9,410-98.7% | $13,398-99.1% |