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 9-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 | $163,969 | $183,592-10.7% | $155,567+5.4% | $145,959+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.69% | 61.24%-56.5pp | 64.74%-60.0pp | 561.95%-557.3pp |
| Employer contribution / active EE | $17,115 | $5,315+222.0% | $4,674+266.2% | $4,661+267.2% |
| Participant deferral / active EE | $10,698 | $6,464+65.5% | $5,628+90.1% | $6,689+59.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |