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 6-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 | $12,853 | $97,125-86.8% | $86,233-85.1% | $137,256-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -4.76% | 74.19%-78.9pp | 61.39%-66.1pp | 220.34%-225.1pp |
| Employer contribution / active EE | $1,159 | $2,841-59.2% | $2,504-53.7% | $4,156-72.1% |
| Participant deferral / active EE | $5,726 | $5,180+10.6% | $4,559+25.6% | $6,407-10.6% |
| Admin fee / account holder | $267 | $9,725-97.3% | $8,342-96.8% | $12,270-97.8% |