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 | $58,245 | $167,484-65.2% | $151,611-61.6% | $134,475-56.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.45% | 7.80%-29.2pp | 3.33%-24.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,234 | $6,829-52.6% | $6,166-47.6% | $4,740-31.8% |
| Participant deferral / active EE | $11,055 | $8,986+23.0% | $8,363+32.2% | $6,400+72.7% |
| Admin fee / account holder | $252 | $13,783-98.2% | $11,616-97.8% | $11,426-97.8% |