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.
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 | $48,645 | $132,634-63.3% | $115,768-58.0% | $137,256-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.52% | 160.70%-139.2pp | 100.46%-78.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $7,100 | $3,360+111.3% | $2,940+141.5% | $4,156+70.8% |
| Participant deferral / active EE | $875 | $5,619-84.4% | $4,917-82.2% | $6,407-86.3% |
| Admin fee / account holder | $234 | $15,028-98.4% | $12,439-98.1% | $12,270-98.1% |