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 5-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 | $23,433 | $167,307-86.0% | $143,757-83.7% | $134,475-82.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -56.56% | 0.46%-57.0pp | -0.04%-56.5pp | 417.96%-474.5pp |
| Employer contribution / active EE | $1,538 | $5,619-72.6% | $4,951-68.9% | $4,740-67.5% |
| Participant deferral / active EE | $18,866 | $6,446+192.7% | $5,637+234.7% | $6,400+194.8% |
| Admin fee / account holder | $197 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |