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 8-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 | $11,159 | $72,071-84.5% | $68,368-83.7% | $137,256-91.9% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.0%-7.7pp |
| Annual return | 9.98% | 353.14%-343.2pp | 292.57%-282.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $602 | $2,788-78.4% | $2,649-77.3% | $4,156-85.5% |
| Participant deferral / active EE | $1,421 | $4,410-67.8% | $4,123-65.5% | $6,407-77.8% |
| Admin fee / account holder | $178 | $5,336-96.7% | $5,150-96.5% | $12,270-98.5% |