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 | $18,154 | $95,193-80.9% | $76,523-76.3% | $135,375-86.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.52% | 4.85%-15.4pp | -0.27%-10.2pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,496 | $3,302-54.7% | $2,647-43.5% | $4,779-68.7% |
| Participant deferral / active EE | $1,658 | $4,639-64.3% | $3,835-56.8% | $5,609-70.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |