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 | $119,282 | $202,318-41.0% | $172,739-30.9% | $152,861-22.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 9.92% | 1029.65%-1019.7pp | 802.84%-792.9pp | 345.32%-335.4pp |
| Employer contribution / active EE | $2,245 | $5,856-61.7% | $5,143-56.3% | $4,762-52.9% |
| Participant deferral / active EE | $6,411 | $5,948+7.8% | $5,198+23.3% | $5,850+9.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |