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 8-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 | $188,182 | $106,584+76.6% | $101,326+85.7% | $142,382+32.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 12.24% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,031 | $3,956-23.4% | $3,665-17.3% | $4,299-29.5% |
| Participant deferral / active EE | $6,995 | $8,297-15.7% | $7,994-12.5% | $6,507+7.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |