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.
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 | $2,233 | $23,330-90.4% | $64,489-96.5% | $82,448-97.3% |
| Participation rate | 75.3% | 68.3%+7.0pp | 67.7%+7.6pp | 68.1%+7.2pp |
| Annual return | 3.69% | 83.66%-80.0pp | 55.03%-51.3pp | 41.64%-38.0pp |
| Employer contribution / active EE | $333 | $824-59.6% | $1,523-78.1% | $2,551-86.9% |
| Participant deferral / active EE | $793 | $1,707-53.6% | $2,778-71.5% | $4,139-80.8% |
| Admin fee / account holder | $243 | $2,946-91.8% | $4,260-94.3% | $7,234-96.6% |