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 | $44,191 | $96,956-54.4% | $70,014-36.9% | $273,961-83.9% |
| Participation rate | 72.2% | 77.1%-4.8pp | 71.8%+0.4pp | 83.0%-10.8pp |
| Annual return | -50.93% | 12.93%-63.9pp | 12.99%-63.9pp | 41.45%-92.4pp |
| Employer contribution / active EE | $705 | $3,316-78.7% | $2,338-69.9% | $4,869-85.5% |
| Participant deferral / active EE | $1,304 | $3,744-65.2% | $2,931-55.5% | $5,287-75.3% |
| Admin fee / account holder | $19 | $7,934-99.8% | $4,380-99.6% | $10,132-99.8% |