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 9-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 | $137,511 | $76,738+79.2% | $56,411+143.8% | $145,922-5.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | -18.20% | 2994.23%-3012.4pp | 1701.33%-1719.5pp | 561.29%-579.5pp |
| Employer contribution / active EE | $808 | $1,380-41.5% | $1,039-22.3% | $4,660-82.7% |
| Participant deferral / active EE | $10,874 | $2,623+314.6% | $1,952+457.1% | $6,688+62.6% |
| Admin fee / account holder | $204 | $3,334-93.9% | $2,829-92.8% | $13,397-98.5% |