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 | $47,635 | $76,000-37.3% | $154,107-69.1% | $64,186-25.8% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | -8.11% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,011 | $3,351-40.0% | $5,298-62.0% | $2,381-15.5% |
| Participant deferral / active EE | $4,394 | $3,175+38.4% | $5,081-13.5% | $3,470+26.6% |
| Admin fee / account holder | $189 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |