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 5-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 | $17,211 | $95,862-82.0% | $79,550-78.4% | $134,475-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.69% | -2.69%-18.0pp | 0.16%-20.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,675 | $3,128-46.5% | $2,413-30.6% | $4,740-64.7% |
| Participant deferral / active EE | $4,321 | $4,693-7.9% | $3,985+8.4% | $6,400-32.5% |
| Admin fee / account holder | $45 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |