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 | $50,848 | $51,576-1.4% | $129,207-60.6% | $80,856-37.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 9.87% | 20.81%-10.9pp | 9417.33%-9407.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,773 | $1,584+75.1% | $4,153-33.2% | $2,755+0.6% |
| Participant deferral / active EE | $4,133 | $2,669+54.8% | $4,168-0.8% | $4,296-3.8% |
| Admin fee / account holder | $7 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |