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 | $147,385 | $202,318-27.2% | $172,739-14.7% | $152,861-3.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.08% | 1029.65%-1019.6pp | 802.84%-792.8pp | 345.32%-335.2pp |
| Employer contribution / active EE | $9,337 | $5,856+59.4% | $5,143+81.5% | $4,762+96.1% |
| Participant deferral / active EE | $2,309 | $5,948-61.2% | $5,198-55.6% | $5,850-60.5% |
| Admin fee / account holder | $116 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |