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 | $185,245 | $150,440+23.1% | $136,294+35.9% | $147,584+25.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.60% | 1049.08%-1044.5pp | 5155.94%-5151.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $3,015 | $5,256-42.6% | $4,695-35.8% | $4,876-38.2% |
| Participant deferral / active EE | $8,697 | $6,630+31.2% | $6,247+39.2% | $5,439+59.9% |
| Admin fee / account holder | $32 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |