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 | $73,065 | $73,515-0.6% | $62,995+16.0% | $147,584-50.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.98% | 175.43%-167.5pp | 87.57%-79.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,581 | $3,320-52.4% | $2,759-42.7% | $4,876-67.6% |
| Participant deferral / active EE | $5,050 | $4,185+20.7% | $3,329+51.7% | $5,439-7.1% |
| Admin fee / account holder | $66 | $5,953-98.9% | $3,600-98.2% | $10,885-99.4% |