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 | $110,760 | $109,904+0.8% | $97,167+14.0% | $145,959-24.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.54% | 243.43%-237.9pp | 75.27%-69.7pp | 561.95%-556.4pp |
| Employer contribution / active EE | $1,466 | $3,084-52.5% | $2,729-46.3% | $4,661-68.6% |
| Participant deferral / active EE | $5,658 | $4,676+21.0% | $4,264+32.7% | $6,689-15.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |