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 | $37,390 | $100,852-62.9% | $90,404-58.6% | $158,922-76.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 1.60% | 1724.20%-1722.6pp | 1293.02%-1291.4pp | 302.83%-301.2pp |
| Employer contribution / active EE | $1,175 | $3,689-68.2% | $3,262-64.0% | $4,761-75.3% |
| Participant deferral / active EE | $7,560 | $4,348+73.9% | $3,963+90.7% | $5,982+26.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |