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 | $21,390 | $85,790-75.1% | $67,313-68.2% | $135,375-84.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.35% | -0.54%-15.8pp | -4.08%-12.3pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,728 | $3,487-50.4% | $2,566-32.6% | $4,779-63.8% |
| Participant deferral / active EE | $7,344 | $4,651+57.9% | $3,568+105.8% | $5,609+30.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |