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 | $43,988 | $109,982-60.0% | $97,226-54.8% | $145,922-69.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -41.77% | 242.90%-284.7pp | 75.13%-116.9pp | 561.29%-603.1pp |
| Employer contribution / active EE | $1,267 | $3,084-58.9% | $2,729-53.6% | $4,660-72.8% |
| Participant deferral / active EE | $2,803 | $4,676-40.0% | $4,264-34.2% | $6,688-58.1% |
| Admin fee / account holder | $117 | $6,221-98.1% | $5,654-97.9% | $13,397-99.1% |