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 | $243,168 | $116,175+109.3% | $93,606+159.8% | $152,861+59.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 7.96% | 35.96%-28.0pp | 32.76%-24.8pp | 345.32%-337.4pp |
| Employer contribution / active EE | $1,747 | $3,218-45.7% | $2,718-35.7% | $4,762-63.3% |
| Participant deferral / active EE | $3,293 | $4,603-28.5% | $4,069-19.1% | $5,850-43.7% |
| Admin fee / account holder | -$290 | $10,748-102.7% | $7,888-103.7% | $11,596-102.5% |