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 6-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 | $18,833 | $167,307-88.7% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -22.83% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,034 | $5,619-63.8% | $4,951-58.9% | $4,740-57.1% |
| Participant deferral / active EE | $6,214 | $6,446-3.6% | $5,637+10.2% | $6,400-2.9% |
| Admin fee / account holder | $140 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |