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 5-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 | $92,377 | $154,228-40.1% | $145,433-36.5% | $137,256-32.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -0.34% | 74.59%-74.9pp | 66.58%-66.9pp | 220.34%-220.7pp |
| Employer contribution / active EE | $4,552 | $4,804-5.3% | $4,554-0.1% | $4,156+9.5% |
| Participant deferral / active EE | $7,079 | $8,216-13.8% | $7,897-10.4% | $6,407+10.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |