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 4-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.
Participant 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 | $7,672 | $102,245-92.5% | $89,340-91.4% | $137,256-94.4% |
| Participation rate | 76.2% | 74.9%+1.3pp | 69.6%+6.6pp | 80.0%-3.8pp |
| Annual return | 22.04% | 21.89%+0.1pp | 20.57%+1.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $679 | $2,529-73.2% | $2,231-69.6% | $4,156-83.7% |
| Participant deferral / active EE | $679 | $4,436-84.7% | $3,823-82.2% | $6,407-89.4% |
| Admin fee / account holder | $237 | $8,085-97.1% | $6,704-96.5% | $12,270-98.1% |