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 6-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 | $14,655 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -21.06% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,085 | $5,243-60.2% | $4,814-56.7% | $4,740-56.0% |
| Participant deferral / active EE | $3,600 | $7,799-53.8% | $7,446-51.7% | $6,400-43.7% |
| Admin fee / account holder | $55 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |