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 5-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 | $7,453 | $27,641-73.0% | $61,373-87.9% | $68,494-89.1% |
| Participation rate | 74.4% | 39.5%+34.9pp | 52.6%+21.9pp | 67.9%+6.5pp |
| Annual return | -22.61% | -13.24%-9.4pp | 338.61%-361.2pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,186 | $695+358.1% | $1,159+174.8% | $2,596+22.7% |
| Participant deferral / active EE | $2,436 | $1,263+92.8% | $2,125+14.6% | $4,027-39.5% |
| Admin fee / account holder | $129 | $2,010-93.6% | $2,130-94.0% | $5,403-97.6% |