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 7-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 | $29,241 | $54,350-46.2% | $82,719-64.7% | $68,494-57.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.55% | -13.67%-5.9pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $6,230 | $2,218+180.9% | $3,009+107.0% | $2,596+140.0% |
| Participant deferral / active EE | $5,513 | $3,246+69.8% | $4,395+25.4% | $4,027+36.9% |
| Admin fee / account holder | $295 | $4,395-93.3% | $5,329-94.5% | $5,403-94.5% |