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 | $27,992 | $92,222-69.6% | $76,768-63.5% | $135,375-79.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.61% | 5.46%-17.1pp | 2.43%-14.0pp | 519.73%-531.3pp |
| Employer contribution / active EE | $3,755 | $3,216+16.8% | $2,485+51.1% | $4,779-21.4% |
| Participant deferral / active EE | $13,749 | $4,509+204.9% | $3,852+257.0% | $5,609+145.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |