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 7-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 | $38,635 | $96,305-59.9% | $80,569-52.0% | $139,434-72.3% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 8.35% | 1350.08%-1341.7pp | 935.43%-927.1pp | 372.94%-364.6pp |
| Employer contribution / active EE | $6,369 | $3,262+95.2% | $2,723+133.8% | $4,751+34.1% |
| Participant deferral / active EE | $6,962 | $5,232+33.1% | $4,447+56.5% | $6,710+3.8% |
| Admin fee / account holder | $19 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |