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 | $28,945 | $88,710-67.4% | $81,783-64.6% | $145,959-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.19% | 1027.26%-1021.1pp | 775.05%-768.9pp | 561.95%-555.8pp |
| Employer contribution / active EE | $2,129 | $3,083-30.9% | $2,913-26.9% | $4,661-54.3% |
| Participant deferral / active EE | $2,129 | $4,645-54.2% | $4,320-50.7% | $6,689-68.2% |
| Admin fee / account holder | $22 | $8,407-99.7% | $7,380-99.7% | $13,398-99.8% |