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 | $40,881 | $154,117-73.5% | $129,995-68.6% | $139,434-70.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 3.86% | 32.48%-28.6pp | -137.18%+141.0pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,847 | $5,289-65.1% | $4,320-57.2% | $4,751-61.1% |
| Participant deferral / active EE | $2,410 | $6,710-64.1% | $5,820-58.6% | $6,710-64.1% |
| Admin fee / account holder | $80 | $14,007-99.4% | $10,614-99.2% | $11,403-99.3% |