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 | $148,628 | $87,166+70.5% | $76,735+93.7% | $137,256+8.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 10.60% | 26.50%-15.9pp | 29.77%-19.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,266 | $2,904+12.4% | $2,454+33.1% | $4,156-21.4% |
| Participant deferral / active EE | $5,404 | $4,726+14.3% | $4,088+32.2% | $6,407-15.7% |
| Admin fee / account holder | $11 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |