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 | $20,596 | $107,791-80.9% | $90,645-77.3% | $135,375-84.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.19% | -0.90%-9.3pp | 1.88%-12.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $8,078 | $3,018+167.7% | $2,532+219.0% | $4,779+69.0% |
| Participant deferral / active EE | $3,490 | $3,872-9.9% | $3,425+1.9% | $5,609-37.8% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |