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 | $55,061 | $142,344-61.3% | $119,609-54.0% | $134,475-59.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.52% | -12.44%-9.1pp | -14.97%-6.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $8,079 | $5,222+54.7% | $4,232+90.9% | $4,740+70.5% |
| Participant deferral / active EE | $18,791 | $6,469+190.5% | $5,602+235.4% | $6,400+193.6% |
| Admin fee / account holder | $221 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |