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 | $232,195 | $111,754+107.8% | $103,333+124.7% | $145,922+59.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 8.11% | 24.77%-16.7pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,959 | $4,212-53.5% | $3,868-49.3% | $4,660-58.0% |
| Participant deferral / active EE | $8,220 | $5,619+46.3% | $5,057+62.5% | $6,688+22.9% |
| Admin fee / account holder | $289 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |