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.
Employer 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 | $4,092 | $51,638-92.1% | $68,368-94.0% | $82,448-95.0% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 19.65% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $241 | $2,047-88.2% | $2,649-90.9% | $2,551-90.5% |
| Participant deferral / active EE | $604 | $2,914-79.3% | $4,123-85.3% | $4,139-85.4% |
| Admin fee / account holder | $83 | $4,643-98.2% | $5,150-98.4% | $7,234-98.9% |