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 | $45,296 | $90,503-50.0% | $78,689-42.4% | $273,961-83.5% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 1.71% | 75.60%-73.9pp | 62.18%-60.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,583 | $3,176-18.7% | $2,851-9.4% | $4,869-46.9% |
| Participant deferral / active EE | $3,381 | $3,901-13.3% | $3,517-3.9% | $5,287-36.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |