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 | $195,055 | $150,440+29.7% | $136,294+43.1% | $147,584+32.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.96% | 1049.08%-1040.1pp | 5155.94%-5147.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $3,864 | $5,256-26.5% | $4,695-17.7% | $4,876-20.8% |
| Participant deferral / active EE | $13,078 | $6,630+97.2% | $6,247+109.3% | $5,439+140.5% |
| Admin fee / account holder | -$90 | $10,905-100.8% | $9,243-101.0% | $10,885-100.8% |