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 | $51,839 | $50,958+1.7% | $74,550-30.5% | $64,186-19.2% |
| Participation rate | 70.3% | 61.1%+9.2pp | 69.1%+1.1pp | 69.6%+0.7pp |
| Annual return | -8.59% | -1.86%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $872 | $1,115-21.9% | $1,961-55.6% | $2,381-63.4% |
| Participant deferral / active EE | $1,806 | $2,301-21.5% | $3,108-41.9% | $3,470-48.0% |
| Admin fee / account holder | $296 | $4,223-93.0% | $5,060-94.1% | $4,888-93.9% |