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 | $128,649 | $135,952-5.4% | $123,892+3.8% | $273,961-53.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.63% | 56.63%-58.3pp | 47.52%-49.2pp | 41.45%-43.1pp |
| Employer contribution / active EE | $11,434 | $5,170+121.2% | $4,617+147.7% | $4,869+134.9% |
| Participant deferral / active EE | $3,249 | $6,343-48.8% | $5,984-45.7% | $5,287-38.6% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |