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 6-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 | $19,726 | $167,307-88.2% | $143,757-86.3% | $134,475-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | 0.46%-23.5pp | -0.04%-23.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $7,620 | $5,619+35.6% | $4,951+53.9% | $4,740+60.8% |
| Participant deferral / active EE | $12,440 | $6,446+93.0% | $5,637+120.7% | $6,400+94.4% |
| Admin fee / account holder | $74 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |