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 | $14,175 | $91,911-84.6% | $68,793-79.4% | $135,375-89.5% |
| Participation rate | 92.9% | 76.7%+16.1pp | 72.2%+20.6pp | 82.6%+10.2pp |
| Annual return | -11.61% | -8.22%-3.4pp | -4.63%-7.0pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,486 | $3,924-62.1% | $2,625-43.4% | $4,779-68.9% |
| Participant deferral / active EE | $4,296 | $4,315-0.4% | $3,311+29.8% | $5,609-23.4% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |