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 | $77,417 | $99,652-22.3% | $78,778-1.7% | $147,584-47.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.01% | 47.28%-40.3pp | 35.62%-28.6pp | 578.55%-571.5pp |
| Employer contribution / active EE | $2,313 | $2,796-17.3% | $1,986+16.5% | $4,876-52.6% |
| Participant deferral / active EE | $2,248 | $3,664-38.6% | $2,958-24.0% | $5,439-58.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |