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.
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 | $161,237 | $154,228+4.5% | $145,433+10.9% | $137,256+17.5% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 15.70% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,193 | $4,804-54.3% | $4,554-51.8% | $4,156-47.2% |
| Participant deferral / active EE | $2,369 | $8,216-71.2% | $7,897-70.0% | $6,407-63.0% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |