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 | $13,882 | $76,000-81.7% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -8.02% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,256 | $3,175+2.5% | $5,081-35.9% | $3,470-6.2% |
| Admin fee / account holder | $278 | $5,596-95.0% | $13,411-97.9% | $4,888-94.3% |