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 | $107,260 | $189,613-43.4% | $167,512-36.0% | $142,382-24.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.42% | 2024.68%-2017.3pp | 1615.79%-1608.4pp | 217.08%-209.7pp |
| Employer contribution / active EE | $2,450 | $4,349-43.7% | $3,882-36.9% | $4,299-43.0% |
| Participant deferral / active EE | $8,036 | $6,981+15.1% | $6,405+25.5% | $6,507+23.5% |
| Admin fee / account holder | $165 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |