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 8-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 | $41,749 | $101,618-58.9% | $93,063-55.1% | $137,256-69.6% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 9.17% | 223.95%-214.8pp | 34.15%-25.0pp | 220.34%-211.2pp |
| Employer contribution / active EE | $586 | $2,707-78.3% | $2,476-76.3% | $4,156-85.9% |
| Participant deferral / active EE | $4,546 | $4,279+6.2% | $3,958+14.8% | $6,407-29.0% |
| Admin fee / account holder | $240 | $6,198-96.1% | $6,033-96.0% | $12,270-98.0% |