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 | $141,370 | $157,256-10.1% | $141,162+0.1% | $152,861-7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -14.96% | 64.32%-79.3pp | 71.39%-86.4pp | 345.32%-360.3pp |
| Employer contribution / active EE | $3,417 | $5,261-35.1% | $4,735-27.8% | $4,762-28.3% |
| Participant deferral / active EE | $12,111 | $7,109+70.4% | $6,709+80.5% | $5,850+107.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |