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 | $57,522 | $140,588-59.1% | $123,104-53.3% | $125,391-54.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -11.16% | 16.80%-28.0pp | 13.22%-24.4pp | 282.22%-293.4pp |
| Employer contribution / active EE | $18,834 | $6,041+211.7% | $5,151+265.6% | $4,866+287.0% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,230+92.6% | $5,352+124.2% |
| Admin fee / account holder | $160 | $11,198-98.6% | $9,015-98.2% | $9,540-98.3% |