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 | $70,930 | $209,411-66.1% | $178,490-60.3% | $158,922-55.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 1.05% | 188.75%-187.7pp | 151.07%-150.0pp | 302.83%-301.8pp |
| Employer contribution / active EE | $7,534 | $5,706+32.0% | $5,011+50.4% | $4,761+58.2% |
| Participant deferral / active EE | $5,571 | $5,954-6.4% | $5,202+7.1% | $5,982-6.9% |
| Admin fee / account holder | $229 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |