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 4-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 | $15,138 | $111,754-86.5% | $103,333-85.3% | $145,922-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.16% | 24.77%-16.6pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,855 | $4,212-32.2% | $3,868-26.2% | $4,660-38.7% |
| Participant deferral / active EE | $4,812 | $5,619-14.4% | $5,057-4.9% | $6,688-28.0% |
| Admin fee / account holder | $180 | $9,750-98.2% | $8,355-97.8% | $13,397-98.7% |