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 7-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 | $25,087 | $176,056-85.8% | $159,436-84.3% | $167,490-85.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | -3.48% | 331.75%-335.2pp | 263.57%-267.0pp | 478.56%-482.0pp |
| Employer contribution / active EE | $3,216 | $5,297-39.3% | $4,829-33.4% | $4,837-33.5% |
| Participant deferral / active EE | $6,209 | $7,750-19.9% | $7,352-15.5% | $6,341-2.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |