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 | $16,630 | $82,286-79.8% | $68,791-75.8% | $134,475-87.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -20.93% | -2.19%-18.7pp | -6.38%-14.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,300 | $3,301-30.3% | $2,655-13.4% | $4,740-51.5% |
| Participant deferral / active EE | $3,744 | $4,739-21.0% | $3,941-5.0% | $6,400-41.5% |
| Admin fee / account holder | $17 | $6,481-99.7% | $4,932-99.7% | $11,426-99.9% |