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.
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 | $11,323 | $100,970-88.8% | $96,576-88.3% | $137,256-91.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.36% | 38.16%-14.8pp | 38.47%-15.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,581 | $3,809-58.5% | $3,553-55.5% | $4,156-62.0% |
| Participant deferral / active EE | $1,770 | $8,286-78.6% | $7,956-77.8% | $6,407-72.4% |
| Admin fee / account holder | $1 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |