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 9-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 | $96,298 | $135,635-29.0% | $110,238-12.6% | $135,375-28.9% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -9.86% | 513.19%-523.0pp | 314.74%-324.6pp | 519.73%-529.6pp |
| Employer contribution / active EE | $4,901 | $4,906-0.1% | $3,826+28.1% | $4,779+2.6% |
| Participant deferral / active EE | $13,292 | $5,506+141.4% | $4,672+184.5% | $5,609+137.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |