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 | $26,533 | $81,900-67.6% | $119,609-77.8% | $68,494-61.3% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -21.25% | -23.82%+2.6pp | -14.97%-6.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $3,986 | $2,693+48.0% | $4,232-5.8% | $2,596+53.5% |
| Participant deferral / active EE | $3,975 | $4,148-4.2% | $5,602-29.0% | $4,027-1.3% |
| Admin fee / account holder | $72 | $6,582-98.9% | $10,323-99.3% | $5,403-98.7% |