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 | $0 | $102,966-100.0% | $90,281-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 2.80% | 95.16%-92.4pp | 78.10%-75.3pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,112 | $3,139-64.6% | $2,854-61.1% | $4,762-76.7% |
| Participant deferral / active EE | $2,120 | $4,281-50.5% | $3,885-45.4% | $5,850-63.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |