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 9-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 | $72,090 | $135,635-46.9% | $110,238-34.6% | $135,375-46.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.03% | 513.19%-522.2pp | 314.74%-323.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $21,026 | $4,906+328.6% | $3,826+449.5% | $4,779+340.0% |
| Participant deferral / active EE | $10,207 | $5,506+85.4% | $4,672+118.5% | $5,609+82.0% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |