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 | $31,838 | $209,411-84.8% | $178,490-82.2% | $158,922-80.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 0.88% | 188.75%-187.9pp | 151.07%-150.2pp | 302.83%-301.9pp |
| Employer contribution / active EE | $1,952 | $5,706-65.8% | $5,011-61.0% | $4,761-59.0% |
| Participant deferral / active EE | $8,492 | $5,954+42.6% | $5,202+63.3% | $5,982+42.0% |
| Admin fee / account holder | $176 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |