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 | $39,501 | $107,934-63.4% | $91,989-57.1% | $152,861-74.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 10.41% | 89.24%-78.8pp | 69.02%-58.6pp | 345.32%-334.9pp |
| Employer contribution / active EE | $3,465 | $4,210-17.7% | $3,452+0.4% | $4,762-27.2% |
| Participant deferral / active EE | $6,930 | $6,364+8.9% | $5,923+17.0% | $5,850+18.5% |
| Admin fee / account holder | $250 | $10,520-97.6% | $7,743-96.8% | $11,596-97.8% |