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 10-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 | $25,647 | $111,754-77.1% | $103,333-75.2% | $145,922-82.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.47% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,000 | $4,212-52.5% | $3,868-48.3% | $4,660-57.1% |
| Participant deferral / active EE | $3,000 | $5,619-46.6% | $5,057-40.7% | $6,688-55.1% |
| Admin fee / account holder | $169 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |