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 | $52,496 | $171,865-69.5% | $149,718-64.9% | $147,584-64.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -18.61% | 2113.22%-2131.8pp | 1501.63%-1520.2pp | 578.55%-597.2pp |
| Employer contribution / active EE | $2,829 | $6,275-54.9% | $5,445-48.1% | $4,876-42.0% |
| Participant deferral / active EE | $3,591 | $7,271-50.6% | $6,569-45.3% | $5,439-34.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |