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 | $35,124 | $84,233-58.3% | $170,442-79.4% | $70,131-49.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.08% | 23.06%-11.0pp | 205.93%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $825 | $3,387-75.6% | $5,433-84.8% | $2,342-64.8% |
| Participant deferral / active EE | $2,582 | $3,086-16.3% | $4,939-47.7% | $3,332-22.5% |
| Admin fee / account holder | $63 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |