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 | $153,443 | $201,272-23.8% | $184,203-16.7% | $145,922+5.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.08% | 29.00%-19.9pp | 28.81%-19.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $22,469 | $7,022+220.0% | $6,427+249.6% | $4,660+382.2% |
| Participant deferral / active EE | $10,900 | $9,806+11.2% | $9,131+19.4% | $6,688+63.0% |
| Admin fee / account holder | $107 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |