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 9-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 | $32,847 | $107,791-69.5% | $90,645-63.8% | $135,375-75.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.51% | -0.90%-11.6pp | 1.88%-14.4pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,400 | $3,018-20.5% | $2,532-5.2% | $4,779-49.8% |
| Participant deferral / active EE | $7,200 | $3,872+85.9% | $3,425+110.2% | $5,609+28.4% |
| Admin fee / account holder | $218 | $5,930-96.3% | $4,994-95.6% | $10,827-98.0% |