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 | $56,948 | $110,257-48.3% | $96,544-41.0% | $139,434-59.2% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 7.53% | 26.32%-18.8pp | 25.84%-18.3pp | 372.94%-365.4pp |
| Employer contribution / active EE | $2,432 | $3,620-32.8% | $2,965-18.0% | $4,751-48.8% |
| Participant deferral / active EE | $4,948 | $5,548-10.8% | $4,851+2.0% | $6,710-26.3% |
| Admin fee / account holder | $236 | $11,591-98.0% | $8,252-97.1% | $11,403-97.9% |