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 6-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 | $23,784 | $49,922-52.4% | $80,569-70.5% | $75,163-68.4% |
| Participation rate | 72.0% | 55.3%+16.7pp | 67.0%+5.0pp | 67.2%+4.8pp |
| Annual return | 14.12% | 34.69%-20.6pp | 935.43%-921.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $580 | $1,698-65.8% | $2,723-78.7% | $2,670-78.3% |
| Participant deferral / active EE | $1,785 | $2,990-40.3% | $4,447-59.9% | $4,125-56.7% |
| Admin fee / account holder | $7 | $3,577-99.8% | $5,377-99.9% | $5,651-99.9% |