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 | $146,712 | $124,319+18.0% | $111,297+31.8% | $167,490-12.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.08% | 37.44%-30.4pp | 54.65%-47.6pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,525 | $3,435-55.6% | $2,731-44.2% | $4,837-68.5% |
| Participant deferral / active EE | $1,913 | $5,180-63.1% | $4,487-57.4% | $6,341-69.8% |
| Admin fee / account holder | $20 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |