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 | $199,945 | $105,998+88.6% | $92,233+116.8% | $147,584+35.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.09% | 50.05%-43.0pp | 176.28%-169.2pp | 578.55%-571.5pp |
| Employer contribution / active EE | $6,569 | $4,333+51.6% | $3,679+78.5% | $4,876+34.7% |
| Participant deferral / active EE | $2,303 | $4,478-48.6% | $3,897-40.9% | $5,439-57.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |