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 | $25,423 | $90,600-71.9% | $79,464-68.0% | $135,375-81.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.32% | 977.43%-989.8pp | 718.14%-730.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,908 | $3,068-37.8% | $2,800-31.9% | $4,779-60.1% |
| Participant deferral / active EE | $2,380 | $4,050-41.2% | $3,704-35.7% | $5,609-57.6% |
| Admin fee / account holder | $56 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |