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 | $101,591 | $99,652+1.9% | $78,778+29.0% | $147,584-31.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 5.88% | 47.28%-41.4pp | 35.62%-29.7pp | 578.55%-572.7pp |
| Employer contribution / active EE | $833 | $2,796-70.2% | $1,986-58.1% | $4,876-82.9% |
| Participant deferral / active EE | $1,903 | $3,664-48.1% | $2,958-35.7% | $5,439-65.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |