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 7-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.
Employer 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 | $57,310 | $201,259-71.5% | $184,200-68.9% | $145,959-60.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.59% | 28.98%-12.4pp | 28.80%-12.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $720 | $7,018-89.7% | $6,424-88.8% | $4,661-84.6% |
| Participant deferral / active EE | $16,150 | $9,806+64.7% | $9,132+76.9% | $6,689+141.5% |
| Admin fee / account holder | $10 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |