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 | $134,037 | $69,518+92.8% | $59,878+123.8% | $135,375-1.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.31% | 7.94%-18.3pp | 3.46%-13.8pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,313 | $3,235+2.4% | $2,722+21.7% | $4,779-30.7% |
| Participant deferral / active EE | $12,758 | $4,206+203.4% | $3,402+275.0% | $5,609+127.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |