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.
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 | $106,453 | $172,111-38.1% | $150,298-29.2% | $137,256-22.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.72% | 69.37%-66.7pp | 62.79%-60.1pp | 220.34%-217.6pp |
| Employer contribution / active EE | $3,327 | $4,636-28.2% | $4,154-19.9% | $4,156-20.0% |
| Participant deferral / active EE | $30,262 | $6,166+390.8% | $5,453+455.0% | $6,407+372.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |