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 | $107,243 | $65,041+64.9% | $90,951+17.9% | $79,858+34.3% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 5.33% | 30.45%-25.1pp | 134.60%-129.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,839 | $1,247+47.4% | $2,122-13.3% | $2,471-25.6% |
| Participant deferral / active EE | $5,259 | $2,512+109.4% | $3,373+55.9% | $3,740+40.6% |
| Admin fee / account holder | $3 | $4,536-99.9% | $5,959-100.0% | $5,306-99.9% |