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 | $24,091 | $177,572-86.4% | $154,803-84.4% | $142,382-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.61% | 65.07%-61.5pp | 58.88%-55.3pp | 217.08%-213.5pp |
| Employer contribution / active EE | $2,154 | $4,810-55.2% | $4,305-50.0% | $4,299-49.9% |
| Participant deferral / active EE | $3,230 | $6,272-48.5% | $5,540-41.7% | $6,507-50.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |