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 | $238,622 | $111,754+113.5% | $103,333+130.9% | $145,922+63.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.84% | 24.77%-19.9pp | 24.88%-20.0pp | 561.29%-556.4pp |
| Employer contribution / active EE | $5,439 | $4,212+29.1% | $3,868+40.6% | $4,660+16.7% |
| Participant deferral / active EE | $19,589 | $5,619+248.6% | $5,057+287.3% | $6,688+192.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |