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 | $22,828 | $91,911-75.2% | $68,793-66.8% | $135,375-83.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -10.04% | -8.22%-1.8pp | -4.63%-5.4pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,339 | $3,924-40.4% | $2,625-10.9% | $4,779-51.1% |
| Participant deferral / active EE | $2,975 | $4,315-31.0% | $3,311-10.1% | $5,609-46.9% |
| Admin fee / account holder | $215 | $9,240-97.7% | $5,131-95.8% | $10,827-98.0% |