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 | $46,663 | $210,648-77.8% | $177,989-73.8% | $145,922-68.0% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 5.54% | 385.86%-380.3pp | 294.48%-288.9pp | 561.29%-555.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,407 | $6,958-79.8% | $6,276-77.6% | $6,688-79.0% |
| Admin fee / account holder | $12 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |