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 | $85,735 | $77,813+10.2% | $123,544-30.6% | $64,186+33.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.35% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,092 | $3,014+2.6% | $4,628-33.2% | $2,381+29.9% |
| Participant deferral / active EE | $6,798 | $5,240+29.7% | $6,426+5.8% | $3,470+95.9% |
| Admin fee / account holder | $57 | $5,519-99.0% | $9,284-99.4% | $4,888-98.8% |