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 | $54,264 | $160,055-66.1% | $140,016-61.2% | $135,375-59.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.01% | 911.38%-922.4pp | 651.12%-662.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,768 | $6,420-72.5% | $5,606-68.5% | $4,779-63.0% |
| Participant deferral / active EE | $5,385 | $7,642-29.5% | $6,927-22.3% | $5,609-4.0% |
| Admin fee / account holder | $59 | $13,328-99.6% | $10,705-99.4% | $10,827-99.5% |