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 | $42,550 | $138,065-69.2% | $123,544-65.6% | $135,375-68.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.92% | 153.68%-171.6pp | 119.20%-137.1pp | 519.73%-537.6pp |
| Employer contribution / active EE | $2,000 | $5,151-61.2% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $23,100 | $6,799+239.8% | $6,426+259.5% | $5,609+311.9% |
| Admin fee / account holder | $71 | $10,916-99.4% | $9,284-99.2% | $10,827-99.3% |