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 10-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 | $129,930 | $108,912+19.3% | $100,383+29.4% | $145,959-11.0% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 9.05% | 57.96%-48.9pp | 49.26%-40.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,114 | $4,423-52.2% | $3,944-46.4% | $4,661-54.6% |
| Participant deferral / active EE | $2,571 | $8,451-69.6% | $8,086-68.2% | $6,689-61.6% |
| Admin fee / account holder | $140 | $9,690-98.6% | $7,900-98.2% | $13,398-99.0% |