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 5-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 | $15,579 | $138,044-88.7% | $125,339-87.6% | $134,475-88.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -32.42% | 750.33%-782.7pp | 572.05%-604.5pp | 417.96%-450.4pp |
| Employer contribution / active EE | $8,355 | $5,243+59.3% | $4,814+73.6% | $4,740+76.3% |
| Participant deferral / active EE | $6,191 | $7,799-20.6% | $7,446-16.9% | $6,400-3.3% |
| Admin fee / account holder | $151 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |