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 | $94,155 | $95,971-1.9% | $74,550+26.3% | $135,375-30.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.16% | 56.96%-67.1pp | 32.53%-42.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,667 | $2,716-38.6% | $1,961-15.0% | $4,779-65.1% |
| Participant deferral / active EE | $14,733 | $3,843+283.3% | $3,108+374.0% | $5,609+162.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |