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 | $148,043 | $150,440-1.6% | $136,294+8.6% | $147,584+0.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.53% | 1049.08%-1042.5pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $5,471 | $5,256+4.1% | $4,695+16.5% | $4,876+12.2% |
| Participant deferral / active EE | $6,593 | $6,630-0.6% | $6,247+5.5% | $5,439+21.2% |
| Admin fee / account holder | $100 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |