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 | $101,239 | $159,602-36.6% | $150,045-32.5% | $142,382-28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.74% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $18,791 | $4,961+278.8% | $4,693+300.4% | $4,299+337.1% |
| Participant deferral / active EE | $16,563 | $8,310+99.3% | $7,997+107.1% | $6,507+154.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |