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 3-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 | $33,452 | $117,983-71.6% | $101,794-67.1% | $142,382-76.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -3.58% | 36.92%-40.5pp | 30.53%-34.1pp | 217.08%-220.7pp |
| Employer contribution / active EE | $3,354 | $2,773+20.9% | $2,289+46.5% | $4,299-22.0% |
| Participant deferral / active EE | $7,469 | $4,714+58.5% | $4,084+82.9% | $6,507+14.8% |
| Admin fee / account holder | $28 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |