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 | $208,194 | $112,096+85.7% | $95,952+117.0% | $158,922+31.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -6.77% | 171.09%-177.9pp | 91.61%-98.4pp | 302.83%-309.6pp |
| Employer contribution / active EE | $2,350 | $3,198-26.5% | $2,541-7.5% | $4,761-50.6% |
| Participant deferral / active EE | $11,917 | $4,784+149.1% | $4,167+186.0% | $5,982+99.2% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |