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 8-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 | $80,844 | $159,934-49.5% | $147,005-45.0% | $145,959-44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.59% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $734 | $5,287-86.1% | $4,934-85.1% | $4,661-84.3% |
| Participant deferral / active EE | $10,227 | $8,427+21.4% | $8,070+26.7% | $6,689+52.9% |
| Admin fee / account holder | $35 | $15,053-99.8% | $13,006-99.7% | $13,398-99.7% |