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 | $67,854 | $72,277-6.1% | $101,248-33.0% | $79,858-15.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.85% | 22.30%-17.4pp | 46.47%-41.6pp | 31.71%-26.9pp |
| Employer contribution / active EE | $6,748 | $2,692+150.7% | $3,660+84.4% | $2,471+173.1% |
| Participant deferral / active EE | $1,833 | $3,282-44.1% | $4,370-58.0% | $3,740-51.0% |
| Admin fee / account holder | $42 | $4,400-99.0% | $5,945-99.3% | $5,306-99.2% |