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 | $105,157 | $91,552+14.9% | $133,956-21.5% | $79,858+31.7% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.8pp |
| Annual return | 4.62% | 61.85%-57.2pp | 45.09%-40.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,259 | $2,384-47.2% | $3,919-67.9% | $2,471-49.1% |
| Participant deferral / active EE | $2,759 | $3,733-26.1% | $5,048-45.3% | $3,740-26.2% |
| Admin fee / account holder | $200 | $6,321-96.8% | $8,927-97.8% | $5,306-96.2% |