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 9-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 | $55,084 | $93,024-40.8% | $77,024-28.5% | $134,475-59.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.97% | 62.60%-88.6pp | 42.32%-68.3pp | 417.96%-443.9pp |
| Employer contribution / active EE | $787 | $3,418-77.0% | $2,812-72.0% | $4,740-83.4% |
| Participant deferral / active EE | $17,839 | $5,238+240.6% | $4,426+303.0% | $6,400+178.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |