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 | $230,525 | $165,335+39.4% | $149,696+54.0% | $158,922+45.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 3.26% | 348.15%-344.9pp | 276.60%-273.3pp | 302.83%-299.6pp |
| Employer contribution / active EE | $7,031 | $5,103+37.8% | $4,644+51.4% | $4,761+47.7% |
| Participant deferral / active EE | $4,898 | $7,181-31.8% | $6,842-28.4% | $5,982-18.1% |
| Admin fee / account holder | $122 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |