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 | $39,318 | $49,025-19.8% | $87,507-55.1% | $62,891-37.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -0.77% | 10.02%-10.8pp | 12.21%-13.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $4,549 | $1,372+231.6% | $2,550+78.4% | $2,281+99.4% |
| Participant deferral / active EE | $2,057 | $2,289-10.1% | $3,149-34.7% | $3,203-35.8% |
| Admin fee / account holder | $5 | $4,065-99.9% | $4,221-99.9% | $4,296-99.9% |