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 4-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 | $18,325 | $95,862-80.9% | $79,550-77.0% | $134,475-86.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -26.88% | -2.69%-24.2pp | 0.16%-27.0pp | 417.96%-444.8pp |
| Employer contribution / active EE | $1,656 | $3,128-47.1% | $2,413-31.4% | $4,740-65.1% |
| Participant deferral / active EE | $10,042 | $4,693+114.0% | $3,985+152.0% | $6,400+56.9% |
| Admin fee / account holder | $222 | $9,126-97.6% | $6,832-96.7% | $11,426-98.1% |