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 | $59,163 | $90,503-34.6% | $78,689-24.8% | $273,961-78.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 0.34% | 75.60%-75.3pp | 62.18%-61.8pp | 41.45%-41.1pp |
| Employer contribution / active EE | $1,419 | $3,176-55.3% | $2,851-50.2% | $4,869-70.8% |
| Participant deferral / active EE | $5,876 | $3,901+50.6% | $3,517+67.1% | $5,287+11.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |