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 | $140,378 | $115,882+21.1% | $100,516+39.7% | $158,922-11.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -4.74% | 34.79%-39.5pp | 30.89%-35.6pp | 302.83%-307.6pp |
| Employer contribution / active EE | $4,001 | $4,103-2.5% | $3,418+17.1% | $4,761-16.0% |
| Participant deferral / active EE | $4,000 | $6,674-40.1% | $6,270-36.2% | $5,982-33.1% |
| Admin fee / account holder | $170 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |