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 | $144,342 | $76,367+89.0% | $93,606+54.2% | $72,985+97.8% |
| Participation rate | 82.8% | 71.7%+11.0pp | 75.8%+6.9pp | 69.5%+13.3pp |
| Annual return | 13.48% | 25.82%-12.3pp | 32.76%-19.3pp | 81.00%-67.5pp |
| Employer contribution / active EE | $6,897 | $2,275+203.1% | $2,718+153.7% | $2,440+182.7% |
| Participant deferral / active EE | $7,466 | $3,538+111.0% | $4,069+83.5% | $3,607+107.0% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |