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 5-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 | $42,681 | $114,381-62.7% | $107,525-60.3% | $142,382-70.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 4.97% | 242.71%-237.7pp | 181.32%-176.3pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,298 | $4,015-42.7% | $3,754-38.8% | $4,299-46.5% |
| Participant deferral / active EE | $10,984 | $5,564+97.4% | $5,116+114.7% | $6,507+68.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |