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 | $52,440 | $159,934-67.2% | $147,005-64.3% | $145,959-64.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.60% | 98.24%-88.6pp | 418.76%-409.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,053 | $5,287-80.1% | $4,934-78.7% | $4,661-77.4% |
| Participant deferral / active EE | $5,172 | $8,427-38.6% | $8,070-35.9% | $6,689-22.7% |
| Admin fee / account holder | $143 | $15,053-99.1% | $13,006-98.9% | $13,398-98.9% |