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 | $101,645 | $150,440-32.4% | $136,294-25.4% | $147,584-31.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.92% | 1049.08%-1047.2pp | 5155.94%-5154.0pp | 578.55%-576.6pp |
| Employer contribution / active EE | $13,053 | $5,256+148.3% | $4,695+178.0% | $4,876+167.7% |
| Participant deferral / active EE | $9,842 | $6,630+48.4% | $6,247+57.5% | $5,439+81.0% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |