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 | $37,933 | $90,600-58.1% | $79,464-52.3% | $135,375-72.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.97% | 977.43%-988.4pp | 718.14%-729.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,628 | $3,068-14.3% | $2,800-6.2% | $4,779-45.0% |
| Participant deferral / active EE | $13,133 | $4,050+224.3% | $3,704+254.6% | $5,609+134.2% |
| Admin fee / account holder | $180 | $5,907-97.0% | $5,113-96.5% | $10,827-98.3% |