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 4-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 | $20,435 | $97,044-78.9% | $83,333-75.5% | $135,375-84.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.34% | 12.31%-26.6pp | 10.63%-25.0pp | 519.73%-534.1pp |
| Employer contribution / active EE | $1,640 | $4,143-60.4% | $3,379-51.5% | $4,779-65.7% |
| Participant deferral / active EE | $8,200 | $5,964+37.5% | $5,565+47.4% | $5,609+46.2% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |