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 | $23,180 | $73,867-68.6% | $143,757-83.9% | $68,494-66.2% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -22.58% | 1.01%-23.6pp | -0.04%-22.5pp | -7.84%-14.7pp |
| Employer contribution / active EE | $4,582 | $3,184+43.9% | $4,951-7.5% | $2,596+76.5% |
| Participant deferral / active EE | $2,716 | $3,384-19.8% | $5,637-51.8% | $4,027-32.6% |
| Admin fee / account holder | $236 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |