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 10-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 | $9,594 | $101,618-90.6% | $93,063-89.7% | $137,256-93.0% |
| Participation rate | 94.7% | 74.9%+19.8pp | 72.1%+22.6pp | 80.0%+14.8pp |
| Annual return | 13.16% | 223.95%-210.8pp | 34.15%-21.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $406 | $2,707-85.0% | $2,476-83.6% | $4,156-90.2% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |