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 | $82,796 | $89,355-7.3% | $141,162-41.3% | $72,985+13.4% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 14.42% | 111.85%-97.4pp | 71.39%-57.0pp | 81.00%-66.6pp |
| Employer contribution / active EE | $4,021 | $3,114+29.1% | $4,735-15.1% | $2,440+64.8% |
| Participant deferral / active EE | $5,457 | $5,418+0.7% | $6,709-18.7% | $3,607+51.3% |
| Admin fee / account holder | $288 | $5,958-95.2% | $10,261-97.2% | $5,124-94.4% |