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 3-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 | $91,379 | $169,161-46.0% | $129,295-29.3% | $145,959-37.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.41% | 14348.07%-14342.7pp | 9429.28%-9423.9pp | 561.95%-556.5pp |
| Employer contribution / active EE | $26,292 | $5,543+374.3% | $4,157+532.5% | $4,661+464.1% |
| Participant deferral / active EE | $22,000 | $4,989+340.9% | $4,169+427.7% | $6,689+228.9% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |