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 | $36,951 | $95,193-61.2% | $76,523-51.7% | $135,375-72.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.92% | 4.85%-17.8pp | -0.27%-12.7pp | 519.73%-532.7pp |
| Employer contribution / active EE | $5,294 | $3,302+60.3% | $2,647+100.0% | $4,779+10.8% |
| Participant deferral / active EE | $18,201 | $4,639+292.3% | $3,835+374.6% | $5,609+224.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |