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 | $94,219 | $97,757-3.6% | $83,848+12.4% | $135,375-30.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.22% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $7,763 | $4,222+83.9% | $3,631+113.8% | $4,779+62.4% |
| Participant deferral / active EE | $16,767 | $4,682+258.1% | $4,082+310.8% | $5,609+198.9% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |