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 9-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 | $16,401 | $107,334-84.7% | $92,893-82.3% | $152,861-89.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.35% | 145.58%-136.2pp | 109.41%-100.1pp | 345.32%-336.0pp |
| Employer contribution / active EE | $6,771 | $4,221+60.4% | $3,653+85.4% | $4,762+42.2% |
| Participant deferral / active EE | $6,168 | $4,845+27.3% | $4,236+45.6% | $5,850+5.4% |
| Admin fee / account holder | $4 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |