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 | $19,195 | $90,503-78.8% | $78,689-75.6% | $273,961-93.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 0.88% | 75.60%-74.7pp | 62.18%-61.3pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,032 | $3,176-67.5% | $2,851-63.8% | $4,869-78.8% |
| Participant deferral / active EE | $1,525 | $3,901-60.9% | $3,517-56.6% | $5,287-71.2% |
| Admin fee / account holder | $106 | $5,263-98.0% | $4,510-97.6% | $10,132-99.0% |