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 10-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 | $21,536 | $92,222-76.6% | $76,768-71.9% | $135,375-84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.46% | 5.46%-16.9pp | 2.43%-13.9pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,413 | $3,216-56.1% | $2,485-43.1% | $4,779-70.4% |
| Participant deferral / active EE | $1,691 | $4,509-62.5% | $3,852-56.1% | $5,609-69.8% |
| Admin fee / account holder | $92 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |