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 | $76,409 | $82,286-7.1% | $68,791+11.1% | $134,475-43.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.25% | -2.19%-19.1pp | -6.38%-14.9pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,867 | $3,301-43.4% | $2,655-29.7% | $4,740-60.6% |
| Participant deferral / active EE | $13,935 | $4,739+194.1% | $3,941+253.6% | $6,400+117.7% |
| Admin fee / account holder | $20 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |