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 | $59,775 | $90,503-34.0% | $78,689-24.0% | $273,961-78.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.97% | 75.60%-74.6pp | 62.18%-61.2pp | 41.45%-40.5pp |
| Employer contribution / active EE | $24,925 | $3,176+684.9% | $2,851+774.4% | $4,869+412.0% |
| Participant deferral / active EE | $12,797 | $3,901+228.0% | $3,517+263.9% | $5,287+142.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |