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 | $6,799 | $117,690-94.2% | $71,735-90.5% | $134,475-94.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -23.57% | 25.44%-49.0pp | 9.14%-32.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,480 | $2,525-1.8% | $1,704+45.5% | $4,740-47.7% |
| Participant deferral / active EE | $3,297 | $3,759-12.3% | $2,658+24.0% | $6,400-48.5% |
| Admin fee / account holder | $110 | $6,379-98.3% | $3,974-97.2% | $11,426-99.0% |