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 | $133,675 | $127,386+4.9% | $115,037+16.2% | $125,391+6.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.41% | 31.28%-35.7pp | 26.14%-30.5pp | 282.22%-286.6pp |
| Employer contribution / active EE | $7,360 | $5,166+42.5% | $4,608+59.7% | $4,866+51.3% |
| Participant deferral / active EE | $9,695 | $6,423+50.9% | $6,026+60.9% | $5,352+81.2% |
| Admin fee / account holder | $227 | $9,516-97.6% | $8,175-97.2% | $9,540-97.6% |