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 5-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 | $8,646 | $29,667-70.9% | $56,441-84.7% | $80,874-89.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 2.14% | 35.22%-33.1pp | 1704.21%-1702.1pp | 35.62%-33.5pp |
| Employer contribution / active EE | $1,729 | $669+158.3% | $1,039+66.4% | $2,756-37.3% |
| Participant deferral / active EE | $984 | $1,227-19.8% | $1,953-49.6% | $4,297-77.1% |
| Admin fee / account holder | $48 | $2,429-98.0% | $2,829-98.3% | $6,935-99.3% |