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 4-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 | $220,753 | $100,773+119.1% | $88,946+148.2% | $142,382+55.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 3.34% | 70.18%-66.8pp | 57.82%-54.5pp | 217.08%-213.7pp |
| Employer contribution / active EE | $15,000 | $2,918+414.1% | $2,555+487.1% | $4,299+248.9% |
| Participant deferral / active EE | $24,600 | $5,230+370.3% | $4,581+437.0% | $6,507+278.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |