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 | $31,368 | $90,600-65.4% | $79,464-60.5% | $135,375-76.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.31% | 977.43%-991.7pp | 718.14%-732.4pp | 519.73%-534.0pp |
| Employer contribution / active EE | $3,157 | $3,068+2.9% | $2,800+12.7% | $4,779-33.9% |
| Participant deferral / active EE | $7,653 | $4,050+88.9% | $3,704+106.6% | $5,609+36.4% |
| Admin fee / account holder | $113 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |