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 | $111,215 | $112,729-1.3% | $98,716+12.7% | $137,256-19.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.04% | 38.48%-21.4pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,481 | $2,725+27.7% | $2,279+52.8% | $4,156-16.2% |
| Participant deferral / active EE | $1,093 | $4,640-76.4% | $4,048-73.0% | $6,407-82.9% |
| Admin fee / account holder | $3 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |