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 8-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 | $24,159 | $92,222-73.8% | $76,768-68.5% | $135,375-82.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -13.71% | 5.46%-19.2pp | 2.43%-16.1pp | 519.73%-533.4pp |
| Employer contribution / active EE | $2,806 | $3,216-12.8% | $2,485+12.9% | $4,779-41.3% |
| Participant deferral / active EE | $12,968 | $4,509+187.6% | $3,852+236.7% | $5,609+131.2% |
| Admin fee / account holder | $199 | $10,748-98.2% | $6,675-97.0% | $10,827-98.2% |