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 | $120,428 | $84,696+42.2% | $75,696+59.1% | $167,490-28.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 5.08% | 199.36%-194.3pp | 104.53%-99.4pp | 478.56%-473.5pp |
| Employer contribution / active EE | $4,191 | $3,230+29.8% | $2,743+52.8% | $4,837-13.4% |
| Participant deferral / active EE | $9,246 | $4,580+101.9% | $3,821+141.9% | $6,341+45.8% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |