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 | $11,777 | $77,419-84.8% | $69,455-83.0% | $152,861-92.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.23% | 39.06%-35.8pp | 28.97%-25.7pp | 345.32%-342.1pp |
| Employer contribution / active EE | $585 | $3,315-82.4% | $2,779-79.0% | $4,762-87.7% |
| Participant deferral / active EE | $2,443 | $4,414-44.6% | $3,535-30.9% | $5,850-58.2% |
| Admin fee / account holder | $71 | $6,207-98.9% | $3,839-98.2% | $11,596-99.4% |