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 | $145,605 | $157,256-7.4% | $141,162+3.1% | $152,861-4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.11% | 64.32%-50.2pp | 71.39%-57.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $3,853 | $5,261-26.8% | $4,735-18.6% | $4,762-19.1% |
| Participant deferral / active EE | $6,153 | $7,109-13.5% | $6,709-8.3% | $5,850+5.2% |
| Admin fee / account holder | $165 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |