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 | $14,224 | $99,020-85.6% | $86,590-83.6% | $147,584-90.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 1.53% | 1312.34%-1310.8pp | 964.84%-963.3pp | 578.55%-577.0pp |
| Employer contribution / active EE | $1,175 | $3,132-62.5% | $2,839-58.6% | $4,876-75.9% |
| Participant deferral / active EE | $3,613 | $3,972-9.1% | $3,609+0.1% | $5,439-33.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |