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 | $21,486 | $104,907-79.5% | $84,611-74.6% | $152,861-85.9% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | -9.23% | 373.79%-383.0pp | 258.74%-268.0pp | 345.32%-354.5pp |
| Employer contribution / active EE | $1,022 | $3,302-69.1% | $2,652-61.5% | $4,762-78.5% |
| Participant deferral / active EE | $1,157 | $4,688-75.3% | $3,899-70.3% | $5,850-80.2% |
| Admin fee / account holder | $18 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |