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 | $24,487 | $88,751-72.4% | $81,812-70.1% | $145,922-83.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 7.59% | 1025.40%-1017.8pp | 773.79%-766.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,640 | $3,083-46.8% | $2,912-43.7% | $4,660-64.8% |
| Participant deferral / active EE | $3,578 | $4,643-22.9% | $4,319-17.1% | $6,688-46.5% |
| Admin fee / account holder | $176 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |