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.
Employer 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 | $3,036 | $29,319-89.6% | $52,425-94.2% | $82,448-96.3% |
| Participation rate | 96.2% | 46.9%+49.3pp | 55.6%+40.5pp | 68.1%+28.1pp |
| Annual return | 36.11% | 535.20%-499.1pp | 302.12%-266.0pp | 41.64%-5.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $608 | $1,171-48.1% | $1,790-66.1% | $4,139-85.3% |
| Admin fee / account holder | $253 | $1,962-87.1% | $2,495-89.9% | $7,234-96.5% |