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 8-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 | $32,769 | $114,381-71.4% | $107,525-69.5% | $142,382-77.0% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 4.43% | 242.71%-238.3pp | 181.32%-176.9pp | 217.08%-212.6pp |
| Employer contribution / active EE | $2,764 | $4,015-31.1% | $3,754-26.4% | $4,299-35.7% |
| Participant deferral / active EE | $6,028 | $5,564+8.3% | $5,116+17.8% | $6,507-7.4% |
| Admin fee / account holder | $173 | $9,860-98.2% | $8,919-98.1% | $12,624-98.6% |