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 | $223,470 | $211,958+5.4% | $169,463+31.9% | $135,375+65.1% |
| Participation rate | 89.5% | 82.6%+6.8pp | 77.8%+11.7pp | 82.6%+6.8pp |
| Annual return | -10.39% | 3.26%-13.7pp | 1.83%-12.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,263 | $5,120-55.8% | $4,159-45.6% | $4,779-52.6% |
| Participant deferral / active EE | $9,287 | $6,075+52.9% | $5,277+76.0% | $5,609+65.6% |
| Admin fee / account holder | $14 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |