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 | $36,369 | $158,817-77.1% | $121,196-70.0% | $135,375-73.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -14.82% | -0.64%-14.2pp | 16.93%-31.8pp | 519.73%-534.6pp |
| Employer contribution / active EE | $1,820 | $5,665-67.9% | $4,022-54.7% | $4,779-61.9% |
| Participant deferral / active EE | $18,500 | $4,005+361.9% | $3,344+453.1% | $5,609+229.8% |
| Admin fee / account holder | $10 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |