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 3-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 | $52,462 | $166,020-68.4% | $164,866-68.2% | $145,959-64.1% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 8.60% | 100.08%-91.5pp | 69.97%-61.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $5,036 | $5,275-4.5% | $4,343+16.0% | $4,661+8.0% |
| Participant deferral / active EE | $9,842 | $6,961+41.4% | $6,033+63.1% | $6,689+47.1% |
| Admin fee / account holder | -$623 | $16,644-103.7% | $12,689-104.9% | $13,398-104.7% |