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 | $108,359 | $210,648-48.6% | $177,989-39.1% | $145,922-25.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 5.03% | 385.86%-380.8pp | 294.48%-289.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,902 | $4,565-36.4% | $3,949-26.5% | $4,660-37.7% |
| Participant deferral / active EE | $7,867 | $6,958+13.1% | $6,276+25.3% | $6,688+17.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |