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 9-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 | $70,867 | $109,904-35.5% | $97,167-27.1% | $145,959-51.4% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | -16.12% | 243.43%-259.6pp | 75.27%-91.4pp | 561.95%-578.1pp |
| Employer contribution / active EE | $1,085 | $3,084-64.8% | $2,729-60.2% | $4,661-76.7% |
| Participant deferral / active EE | $1,837 | $4,676-60.7% | $4,264-56.9% | $6,689-72.5% |
| Admin fee / account holder | $92 | $6,216-98.5% | $5,650-98.4% | $13,398-99.3% |