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 | $116,843 | $98,240+18.9% | $82,313+41.9% | $147,584-20.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.54% | 30.85%-25.3pp | 25.88%-20.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $3,580 | $3,192+12.2% | $2,428+47.4% | $4,876-26.6% |
| Participant deferral / active EE | $15,093 | $4,383+244.3% | $3,706+307.3% | $5,439+177.5% |
| Admin fee / account holder | $109 | $8,563-98.7% | $5,608-98.1% | $10,885-99.0% |