See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 | $58,909 | $65,365-9.9% | $92,893-36.6% | $72,985-19.3% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 15.80% | 42.10%-26.3pp | 109.41%-93.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,601 | $2,594-38.3% | $3,653-56.2% | $2,440-34.4% |
| Participant deferral / active EE | $3,452 | $3,128+10.3% | $4,236-18.5% | $3,607-4.3% |
| Admin fee / account holder | $270 | $4,251-93.7% | $5,794-95.3% | $5,124-94.7% |