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 | $67,758 | $78,422-13.6% | $95,952-29.4% | $79,858-15.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.87% | 19.37%-10.5pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,249 | $1,945+15.6% | $2,541-11.5% | $2,471-9.0% |
| Participant deferral / active EE | $2,691 | $3,440-21.8% | $4,167-35.4% | $3,740-28.1% |
| Admin fee / account holder | $20 | $5,622-99.7% | $6,795-99.7% | $5,306-99.6% |