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 | $156,666 | $157,256-0.4% | $141,162+11.0% | $152,861+2.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 13.44% | 64.32%-50.9pp | 71.39%-57.9pp | 345.32%-331.9pp |
| Employer contribution / active EE | $3,336 | $5,261-36.6% | $4,735-29.5% | $4,762-29.9% |
| Participant deferral / active EE | $9,532 | $7,109+34.1% | $6,709+42.1% | $5,850+62.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |