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 | $56,766 | $176,812-67.9% | $146,665-61.3% | $167,490-66.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -2.71% | 24.03%-26.7pp | 22.74%-25.5pp | 478.56%-481.3pp |
| Employer contribution / active EE | $3,012 | $5,160-41.6% | $4,136-27.2% | $4,837-37.7% |
| Participant deferral / active EE | $6,582 | $6,440+2.2% | $5,506+19.5% | $6,341+3.8% |
| Admin fee / account holder | $19 | $13,259-99.9% | $10,280-99.8% | $12,309-99.8% |