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 | $48,175 | $107,334-55.1% | $92,893-48.1% | $152,861-68.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.37% | 145.58%-139.2pp | 109.41%-103.0pp | 345.32%-339.0pp |
| Employer contribution / active EE | $13,676 | $4,221+224.0% | $3,653+274.4% | $4,762+187.2% |
| Participant deferral / active EE | $10,492 | $4,845+116.6% | $4,236+147.7% | $5,850+79.4% |
| Admin fee / account holder | $94 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |