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 8-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 | $158,184 | $111,814+41.5% | $103,374+53.0% | $145,959+8.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.61% | 24.77%-20.2pp | 24.89%-20.3pp | 561.95%-557.3pp |
| Employer contribution / active EE | $2,835 | $4,214-32.7% | $3,869-26.7% | $4,661-39.2% |
| Participant deferral / active EE | $7,475 | $5,618+33.0% | $5,058+47.8% | $6,689+11.8% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |