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 | $228,980 | $176,056+30.1% | $159,436+43.6% | $167,490+36.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.76% | 331.75%-322.0pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $8,102 | $5,297+52.9% | $4,829+67.8% | $4,837+67.5% |
| Participant deferral / active EE | $9,372 | $7,750+20.9% | $7,352+27.5% | $6,341+47.8% |
| Admin fee / account holder | $268 | $12,554-97.9% | $10,799-97.5% | $12,309-97.8% |