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 | $208,342 | $110,257+89.0% | $96,544+115.8% | $139,434+49.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 2.80% | 26.32%-23.5pp | 25.84%-23.0pp | 372.94%-370.1pp |
| Employer contribution / active EE | $1,336 | $3,620-63.1% | $2,965-54.9% | $4,751-71.9% |
| Participant deferral / active EE | $14,106 | $5,548+154.3% | $4,851+190.8% | $6,710+110.2% |
| Admin fee / account holder | $170 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |