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 8-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 | $14,880 | $45,073-67.0% | $69,455-78.6% | $72,985-79.6% |
| Participation rate | 90.1% | 68.5%+21.6pp | 74.6%+15.5pp | 69.5%+20.7pp |
| Annual return | 1.65% | 22.65%-21.0pp | 28.97%-27.3pp | 81.00%-79.4pp |
| Employer contribution / active EE | $907 | $2,054-55.8% | $2,779-67.4% | $2,440-62.8% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $176 | $3,056-94.2% | $3,839-95.4% | $5,124-96.6% |