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 | $75,006 | $103,376-27.4% | $87,100-13.9% | $152,861-50.9% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.9%-3.5pp | 82.4%-9.1pp |
| Annual return | 7.44% | 28.10%-20.7pp | 28.19%-20.8pp | 345.32%-337.9pp |
| Employer contribution / active EE | $1,880 | $3,220-41.6% | $2,521-25.4% | $4,762-60.5% |
| Participant deferral / active EE | $4,272 | $4,778-10.6% | $4,049+5.5% | $5,850-27.0% |
| Admin fee / account holder | $37 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |