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 7-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 | $22,887 | $60,989-62.5% | $60,874-62.4% | $66,914-65.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -21.01% | -9.60%-11.4pp | 16.90%-37.9pp | 1.58%-22.6pp |
| Employer contribution / active EE | $1,477 | $2,661-44.5% | $2,701-45.3% | $2,544-42.0% |
| Participant deferral / active EE | $3,617 | $3,615+0.1% | $3,817-5.2% | $4,237-14.6% |
| Admin fee / account holder | $97 | $338-71.3% | $3,224-97.0% | $593-83.6% |