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 | $163,329 | $72,492+125.3% | $87,100+87.5% | $72,985+123.8% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 3.74% | 24.46%-20.7pp | 28.19%-24.5pp | 81.00%-77.3pp |
| Employer contribution / active EE | $2,807 | $1,894+48.2% | $2,521+11.3% | $2,440+15.1% |
| Participant deferral / active EE | $5,933 | $3,270+81.5% | $4,049+46.5% | $3,607+64.5% |
| Admin fee / account holder | $274 | $5,055-94.6% | $7,497-96.4% | $5,124-94.7% |