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 | $40,167 | $53,162-24.4% | $91,220-56.0% | $68,494-41.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -20.73% | -3.14%-17.6pp | 114.01%-134.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,076 | $1,709+21.4% | $2,850-27.2% | $2,596-20.0% |
| Participant deferral / active EE | $6,497 | $2,974+118.5% | $4,234+53.5% | $4,027+61.3% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |