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 10-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 | $25,869 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.64% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,255 | $5,151-36.8% | $4,628-29.7% | $4,779-31.9% |
| Participant deferral / active EE | $8,823 | $6,799+29.8% | $6,426+37.3% | $5,609+57.3% |
| Admin fee / account holder | $115 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |