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 8-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 | $35,228 | $75,828-53.5% | $147,614-76.1% | $59,632-40.9% |
| Participation rate | 75.0% | 71.6%+3.4pp | 84.6%-9.6pp | 68.7%+6.3pp |
| Annual return | -4.26% | 0.37%-4.6pp | 61.98%-66.2pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $2,109 | $3,485-39.5% | $5,564-62.1% | $2,203-4.3% |
| Participant deferral / active EE | $3,376 | $3,130+7.8% | $4,895-31.0% | $3,192+5.8% |
| Admin fee / account holder | $189 | $5,985-96.8% | $11,611-98.4% | $4,297-95.6% |