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 7-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 | $185,723 | $152,587+21.7% | $125,175+48.4% | $152,861+21.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.28% | 54.84%-47.6pp | 43.79%-36.5pp | 345.32%-338.0pp |
| Employer contribution / active EE | $3,440 | $4,946-30.4% | $3,865-11.0% | $4,762-27.8% |
| Participant deferral / active EE | $7,143 | $5,868+21.7% | $4,937+44.7% | $5,850+22.1% |
| Admin fee / account holder | $133 | $13,434-99.0% | $9,702-98.6% | $11,596-98.9% |