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 | $56,977 | $59,805-4.7% | $79,550-28.4% | $68,494-16.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.56% | -12.30%-8.3pp | 0.16%-20.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,908 | $1,505+292.6% | $2,413+144.8% | $2,596+127.6% |
| Participant deferral / active EE | $6,356 | $3,024+110.2% | $3,985+59.5% | $4,027+57.8% |
| Admin fee / account holder | $168 | $4,835-96.5% | $6,832-97.5% | $5,403-96.9% |