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 | $42,338 | $90,503-53.2% | $78,689-46.2% | $273,961-84.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.41% | 75.60%-75.2pp | 62.18%-61.8pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,102 | $3,176-65.3% | $2,851-61.3% | $4,869-77.4% |
| Participant deferral / active EE | $6,030 | $3,901+54.6% | $3,517+71.5% | $5,287+14.1% |
| Admin fee / account holder | $13 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |