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 | $126,135 | $154,228-18.2% | $145,433-13.3% | $137,256-8.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.16% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,022 | $4,804-37.1% | $4,554-33.7% | $4,156-27.3% |
| Participant deferral / active EE | $6,687 | $8,216-18.6% | $7,897-15.3% | $6,407+4.4% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |