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 | $167,077 | $177,572-5.9% | $154,803+7.9% | $142,382+17.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 5.10% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $2,861 | $4,810-40.5% | $4,305-33.6% | $4,299-33.5% |
| Participant deferral / active EE | $12,524 | $6,272+99.7% | $5,540+126.0% | $6,507+92.5% |
| Admin fee / account holder | $21 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |