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.
Participant 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 | $4,872 | $68,097-92.8% | $62,929-92.3% | $137,256-96.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.91% | 1859.11%-1841.2pp | 1063.93%-1046.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $355 | $2,811-87.4% | $2,505-85.8% | $4,156-91.4% |
| Participant deferral / active EE | $613 | $4,553-86.5% | $3,888-84.2% | $6,407-90.4% |
| Admin fee / account holder | $203 | $6,521-96.9% | $5,065-96.0% | $12,270-98.3% |