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 4-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 | $46,436 | $59,805-22.4% | $79,550-41.6% | $68,494-32.2% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -19.41% | -12.30%-7.1pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,532 | $1,505+134.7% | $2,413+46.3% | $2,596+36.0% |
| Participant deferral / active EE | $6,788 | $3,024+124.5% | $3,985+70.3% | $4,027+68.6% |
| Admin fee / account holder | $298 | $4,835-93.8% | $6,832-95.6% | $5,403-94.5% |