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 | $180,749-40.7% | $160,784-33.3% | $137,256-21.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.42% | 2234.46%-2227.0pp | 1803.92%-1796.5pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,450 | $4,155-41.0% | $3,733-34.4% | $4,156-41.1% |
| Participant deferral / active EE | $8,036 | $6,844+17.4% | $6,293+27.7% | $6,407+25.4% |
| Admin fee / account holder | $165 | $10,397-98.4% | $9,717-98.3% | $12,270-98.7% |