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 | $104,912 | $157,256-33.3% | $141,162-25.7% | $152,861-31.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 6.18% | 64.32%-58.1pp | 71.39%-65.2pp | 345.32%-339.1pp |
| Employer contribution / active EE | $2,748 | $5,261-47.8% | $4,735-42.0% | $4,762-42.3% |
| Participant deferral / active EE | $13,240 | $7,109+86.2% | $6,709+97.3% | $5,850+126.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |