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 | $120,375 | $154,228-21.9% | $145,433-17.2% | $137,256-12.3% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 11.77% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,224 | $4,804-74.5% | $4,554-73.1% | $4,156-70.6% |
| Participant deferral / active EE | $2,733 | $8,216-66.7% | $7,897-65.4% | $6,407-57.3% |
| Admin fee / account holder | $7 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |