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 | $96,974 | $54,705+77.3% | $71,209+36.2% | $84,808+14.3% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 13.43% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,864 | $2,158+79.0% | $2,721+42.0% | $2,631+46.8% |
| Participant deferral / active EE | $4,549 | $3,030+50.1% | $4,175+8.9% | $4,212+8.0% |
| Admin fee / account holder | $188 | $4,863-96.1% | $5,349-96.5% | $7,344-97.4% |