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 | $27,745 | $83,908-66.9% | $68,509-59.5% | $125,391-77.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -8.38% | 14.48%-22.9pp | 8.27%-16.6pp | 282.22%-290.6pp |
| Employer contribution / active EE | $7,975 | $3,031+163.1% | $2,278+250.1% | $4,866+63.9% |
| Participant deferral / active EE | $7,520 | $4,125+82.3% | $3,382+122.3% | $5,352+40.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |