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 | $74,969 | $135,635-44.7% | $110,238-32.0% | $135,375-44.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.39% | 513.19%-522.6pp | 314.74%-324.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $7,718 | $4,906+57.3% | $3,826+101.7% | $4,779+61.5% |
| Participant deferral / active EE | $18,009 | $5,506+227.1% | $4,672+285.5% | $5,609+221.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |