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 | $39,719 | $56,199-29.3% | $67,652-41.3% | $59,632-33.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -36.91% | 18505.31%-18542.2pp | 6625.04%-6662.0pp | 2041.28%-2078.2pp |
| Employer contribution / active EE | $2,989 | $1,614+85.1% | $2,266+31.9% | $2,203+35.7% |
| Participant deferral / active EE | $2,895 | $2,844+1.8% | $3,560-18.7% | $3,192-9.3% |
| Admin fee / account holder | $1 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |