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 8-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 | $99,261 | $167,307-40.7% | $143,757-31.0% | $134,475-26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.29% | 0.46%-29.8pp | -0.04%-29.3pp | 417.96%-447.3pp |
| Employer contribution / active EE | $11,344 | $5,619+101.9% | $4,951+129.1% | $4,740+139.3% |
| Participant deferral / active EE | $7,625 | $6,446+18.3% | $5,637+35.3% | $6,400+19.1% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |