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 | $58,522 | $81,632-28.3% | $70,449-16.9% | $158,922-63.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.23% | 208.40%-204.2pp | 109.03%-104.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,579 | $3,217-19.8% | $2,737-5.8% | $4,761-45.8% |
| Participant deferral / active EE | $6,196 | $4,554+36.1% | $3,709+67.1% | $5,982+3.6% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |