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 | $100,026 | $154,228-35.1% | $145,433-31.2% | $137,256-27.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.12% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,897 | $4,804-18.9% | $4,554-14.4% | $4,156-6.2% |
| Participant deferral / active EE | $17,646 | $8,216+114.8% | $7,897+123.4% | $6,407+175.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |