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 7-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 | $28,736 | $73,867-61.1% | $143,757-80.0% | $68,494-58.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.17% | 1.01%-24.2pp | -0.04%-23.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $2,752 | $3,184-13.6% | $4,951-44.4% | $2,596+6.0% |
| Participant deferral / active EE | $5,243 | $3,384+54.9% | $5,637-7.0% | $4,027+30.2% |
| Admin fee / account holder | $285 | $5,755-95.0% | $14,673-98.1% | $5,403-94.7% |