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 | $0 | $342,274-100.0% | $342,274-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.9%-43.9pp |
| Annual return | 1.81% | 7.83%-6.0pp | 8.34%-6.5pp | 13.05%-11.2pp |
| Employer contribution / active EE | $7,944 | $35,005-77.3% | $30,799-74.2% | $37,651-78.9% |
| Participant deferral / active EE | $6,377 | $124+5052.9% | $252+2429.5% | $49+12973.3% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,946-100.0% |