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 | $50,476 | $105,859-52.3% | $90,160-44.0% | $147,584-65.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.64% | 37.63%-36.0pp | 34.88%-33.2pp | 578.55%-576.9pp |
| Employer contribution / active EE | $1,673 | $4,126-59.5% | $3,318-49.6% | $4,876-65.7% |
| Participant deferral / active EE | $2,410 | $5,733-58.0% | $5,288-54.4% | $5,439-55.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |