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 9-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 | $22,721 | $85,790-73.5% | $67,313-66.2% | $135,375-83.2% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -13.05% | -0.54%-12.5pp | -4.08%-9.0pp | 519.73%-532.8pp |
| Employer contribution / active EE | $2,592 | $3,487-25.7% | $2,566+1.0% | $4,779-45.8% |
| Participant deferral / active EE | $7,348 | $4,651+58.0% | $3,568+105.9% | $5,609+31.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |