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 | $32,034 | $180,449-82.2% | $154,107-79.2% | $135,375-76.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.97% | 888.09%-903.1pp | 735.12%-750.1pp | 519.73%-534.7pp |
| Employer contribution / active EE | $3,219 | $6,035-46.7% | $5,298-39.2% | $4,779-32.6% |
| Participant deferral / active EE | $7,366 | $5,806+26.9% | $5,081+45.0% | $5,609+31.3% |
| Admin fee / account holder | $127 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |