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 6-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 | $25,943 | $114,381-77.3% | $107,525-75.9% | $142,382-81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.70% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,602 | $4,015-60.1% | $3,754-57.3% | $4,299-62.7% |
| Participant deferral / active EE | $3,444 | $5,564-38.1% | $5,116-32.7% | $6,507-47.1% |
| Admin fee / account holder | $84 | $9,860-99.1% | $8,919-99.1% | $12,624-99.3% |