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.
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 | $32,402 | $209,336-84.5% | $197,124-83.6% | $137,256-76.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.98% | 48.09%-24.1pp | 44.34%-20.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,122 | $6,591-83.0% | $6,227-82.0% | $4,156-73.0% |
| Participant deferral / active EE | $12,859 | $9,614+33.8% | $9,135+40.8% | $6,407+100.7% |
| Admin fee / account holder | $152 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |