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 4-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 | $45,298 | $88,751-49.0% | $81,812-44.6% | $145,922-69.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.30% | 1025.40%-1018.1pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,932 | $3,083-4.9% | $2,912+0.7% | $4,660-37.1% |
| Participant deferral / active EE | $11,959 | $4,643+157.6% | $4,319+176.9% | $6,688+78.8% |
| Admin fee / account holder | $165 | $8,415-98.0% | $7,386-97.8% | $13,397-98.8% |