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 7-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 | $89,591 | $167,484-46.5% | $151,611-40.9% | $134,475-33.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.75% | 7.80%-37.6pp | 3.33%-33.1pp | 417.96%-447.7pp |
| Employer contribution / active EE | $6,492 | $6,829-4.9% | $6,166+5.3% | $4,740+37.0% |
| Participant deferral / active EE | $17,352 | $8,986+93.1% | $8,363+107.5% | $6,400+171.1% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |