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 9-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 | $28,790 | $54,762-47.4% | $90,281-68.1% | $72,985-60.6% |
| Participation rate | 98.2% | 65.1%+33.1pp | 73.3%+24.9pp | 69.5%+28.7pp |
| Annual return | 8.92% | 30.63%-21.7pp | 78.10%-69.2pp | 81.00%-72.1pp |
| Employer contribution / active EE | $2,182 | $2,092+4.3% | $2,854-23.5% | $2,440-10.5% |
| Participant deferral / active EE | $5,341 | $2,887+85.0% | $3,885+37.5% | $3,607+48.1% |
| Admin fee / account holder | $273 | $3,972-93.1% | $5,351-94.9% | $5,124-94.7% |