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 | $16,340 | $77,634-79.0% | $156,549-89.6% | $62,891-74.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.06% | 50.32%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $6,779 | $3,444+96.9% | $5,501+23.2% | $2,281+197.2% |
| Participant deferral / active EE | $6,507 | $3,045+113.7% | $4,871+33.6% | $3,203+103.2% |
| Admin fee / account holder | $65 | $5,561-98.8% | $13,027-99.5% | $4,296-98.5% |