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.
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 | $60,907 | $166,020-63.3% | $164,866-63.1% | $145,959-58.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 4.41% | 100.08%-95.7pp | 69.97%-65.6pp | 561.95%-557.5pp |
| Employer contribution / active EE | $2,935 | $5,275-44.4% | $4,343-32.4% | $4,661-37.0% |
| Participant deferral / active EE | $15,915 | $6,961+128.6% | $6,033+163.8% | $6,689+137.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |