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 | $39,499 | $89,355-55.8% | $141,162-72.0% | $72,985-45.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.31% | 111.85%-96.5pp | 71.39%-56.1pp | 81.00%-65.7pp |
| Employer contribution / active EE | $2,696 | $3,114-13.4% | $4,735-43.1% | $2,440+10.5% |
| Participant deferral / active EE | $5,788 | $5,418+6.8% | $6,709-13.7% | $3,607+60.5% |
| Admin fee / account holder | $2 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |