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 | $13,460 | $74,888-82.0% | $71,209-81.1% | $142,382-90.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 11.50% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $596 | $2,854-79.1% | $2,721-78.1% | $4,299-86.1% |
| Participant deferral / active EE | $947 | $4,454-78.7% | $4,175-77.3% | $6,507-85.5% |
| Admin fee / account holder | $220 | $5,568-96.0% | $5,349-95.9% | $12,624-98.3% |