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 | $47,729 | $106,749-55.3% | $145,433-67.2% | $82,448-42.1% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 7.77% | 27.59%-19.8pp | 66.58%-58.8pp | 41.64%-33.9pp |
| Employer contribution / active EE | $1,761 | $3,444-48.9% | $4,554-61.3% | $2,551-31.0% |
| Participant deferral / active EE | $4,522 | $6,519-30.6% | $7,897-42.7% | $4,139+9.2% |
| Admin fee / account holder | $209 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |