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 | $81,432 | $97,125-16.2% | $86,233-5.6% | $137,256-40.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.54% | 74.19%-65.6pp | 61.39%-52.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $7,231 | $2,841+154.5% | $2,504+188.7% | $4,156+74.0% |
| Participant deferral / active EE | $13,985 | $5,180+170.0% | $4,559+206.7% | $6,407+118.3% |
| Admin fee / account holder | $263 | $9,725-97.3% | $8,342-96.8% | $12,270-97.9% |