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 5-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 | $43,984 | $178,174-75.3% | $156,181-71.8% | $137,256-68.0% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 1.89% | 84.19%-82.3pp | 64.87%-63.0pp | 220.34%-218.4pp |
| Employer contribution / active EE | $2,483 | $4,972-50.1% | $4,294-42.2% | $4,156-40.2% |
| Participant deferral / active EE | $5,973 | $6,888-13.3% | $6,132-2.6% | $6,407-6.8% |
| Admin fee / account holder | $246 | $17,404-98.6% | $14,586-98.3% | $12,270-98.0% |