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 4-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 | $20,178 | $167,307-87.9% | $143,757-86.0% | $134,475-85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -42.23% | 0.46%-42.7pp | -0.04%-42.2pp | 417.96%-460.2pp |
| Employer contribution / active EE | $1,363 | $5,619-75.7% | $4,951-72.5% | $4,740-71.2% |
| Participant deferral / active EE | $14,459 | $6,446+124.3% | $5,637+156.5% | $6,400+125.9% |
| Admin fee / account holder | $96 | $18,088-99.5% | $14,673-99.3% | $11,426-99.2% |