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 | $21,579 | $29,319-26.4% | $52,425-58.8% | $82,448-73.8% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 8.58% | 535.20%-526.6pp | 302.12%-293.5pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,454 | $586+148.0% | $914+59.1% | $2,551-43.0% |
| Participant deferral / active EE | $864 | $1,171-26.2% | $1,790-51.7% | $4,139-79.1% |
| Admin fee / account holder | $111 | $1,962-94.4% | $2,495-95.6% | $7,234-98.5% |