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 | $162,599 | $116,175+40.0% | $93,606+73.7% | $152,861+6.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 1.32% | 35.96%-34.6pp | 32.76%-31.4pp | 345.32%-344.0pp |
| Employer contribution / active EE | $4,092 | $3,218+27.2% | $2,718+50.6% | $4,762-14.1% |
| Participant deferral / active EE | $7,259 | $4,603+57.7% | $4,069+78.4% | $5,850+24.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |