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 | $212,796 | $214,378-0.7% | $200,582+6.1% | $142,382+49.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 2.65% | 46.41%-43.8pp | 42.33%-39.7pp | 217.08%-214.4pp |
| Employer contribution / active EE | $8,864 | $6,841+29.6% | $6,419+38.1% | $4,299+106.2% |
| Participant deferral / active EE | $11,997 | $9,865+21.6% | $9,331+28.6% | $6,507+84.4% |
| Admin fee / account holder | $286 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |