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 | $30,251 | $61,660-50.9% | $80,019-62.2% | $64,186-52.9% |
| Participation rate | 90.7% | 71.7%+19.0pp | 75.8%+14.8pp | 69.6%+21.1pp |
| Annual return | -8.40% | -0.33%-8.1pp | 11.22%-19.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,867 | $1,810+3.1% | $2,468-24.3% | $2,381-21.6% |
| Participant deferral / active EE | $4,944 | $2,968+66.6% | $3,686+34.1% | $3,470+42.5% |
| Admin fee / account holder | $4 | $5,417-99.9% | $6,521-99.9% | $4,888-99.9% |