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 | $22,187 | $114,381-80.6% | $107,525-79.4% | $142,382-84.4% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | -7.26% | 242.71%-250.0pp | 181.32%-188.6pp | 217.08%-224.3pp |
| Employer contribution / active EE | $1,412 | $4,015-64.8% | $3,754-62.4% | $4,299-67.2% |
| Participant deferral / active EE | $4,926 | $5,564-11.5% | $5,116-3.7% | $6,507-24.3% |
| Admin fee / account holder | $1 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |