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 | $25,050 | $90,600-72.4% | $79,464-68.5% | $135,375-81.5% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -11.14% | 977.43%-988.6pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,443 | $3,068-53.0% | $2,800-48.5% | $4,779-69.8% |
| Participant deferral / active EE | $4,016 | $4,050-0.8% | $3,704+8.4% | $5,609-28.4% |
| Admin fee / account holder | $21 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |