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.
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 | $136,264 | $209,336-34.9% | $197,124-30.9% | $137,256-0.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.62% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,172 | $6,591-67.1% | $6,227-65.1% | $4,156-47.8% |
| Participant deferral / active EE | $2,703 | $9,614-71.9% | $9,135-70.4% | $6,407-57.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |