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 | $13,692 | $117,690-88.4% | $71,735-80.9% | $134,475-89.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -23.37% | 25.44%-48.8pp | 9.14%-32.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,899 | $2,525-24.8% | $1,704+11.5% | $4,740-59.9% |
| Participant deferral / active EE | $7,037 | $3,759+87.2% | $2,658+164.7% | $6,400+10.0% |
| Admin fee / account holder | $201 | $6,379-96.9% | $3,974-94.9% | $11,426-98.2% |