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 4-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 | $26,190 | $100,970-74.1% | $96,576-72.9% | $137,256-80.9% |
| Participation rate | 82.4% | 82.6%-0.3pp | 81.4%+0.9pp | 80.0%+2.4pp |
| Annual return | 10.23% | 38.16%-27.9pp | 38.47%-28.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,098 | $3,809-44.9% | $3,553-41.0% | $4,156-49.5% |
| Participant deferral / active EE | $2,289 | $8,286-72.4% | $7,956-71.2% | $6,407-64.3% |
| Admin fee / account holder | $11 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |