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 | $19,461 | $133,958-85.5% | $112,228-82.7% | $134,475-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.03% | 47.11%-68.1pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $5,676 | $4,038+40.6% | $3,635+56.2% | $4,740+19.8% |
| Participant deferral / active EE | $3,491 | $5,291-34.0% | $4,728-26.2% | $6,400-45.5% |
| Admin fee / account holder | $140 | $7,489-98.1% | $6,410-97.8% | $11,426-98.8% |