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 | $27,985 | $109,904-74.5% | $97,167-71.2% | $145,959-80.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | -28.16% | 243.43%-271.6pp | 75.27%-103.4pp | 561.95%-590.1pp |
| Employer contribution / active EE | $1,291 | $3,084-58.2% | $2,729-52.7% | $4,661-72.3% |
| Participant deferral / active EE | $2,530 | $4,676-45.9% | $4,264-40.7% | $6,689-62.2% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |