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 8-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 | $36,931 | $69,518-46.9% | $59,878-38.3% | $135,375-72.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | -14.86% | 7.94%-22.8pp | 3.46%-18.3pp | 519.73%-534.6pp |
| Employer contribution / active EE | $8,572 | $3,235+165.0% | $2,722+214.9% | $4,779+79.4% |
| Participant deferral / active EE | $6,399 | $4,206+52.1% | $3,402+88.1% | $5,609+14.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |