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 | $46,867 | $167,307-72.0% | $143,757-67.4% | $134,475-65.1% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -20.27% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,704 | $5,619-51.9% | $4,951-45.4% | $4,740-42.9% |
| Participant deferral / active EE | $8,073 | $6,446+25.2% | $5,637+43.2% | $6,400+26.2% |
| Admin fee / account holder | $31 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |