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 6-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 | $7,109 | $27,641-74.3% | $61,373-88.4% | $68,494-89.6% |
| Participation rate | 83.3% | 39.5%+43.8pp | 52.6%+30.8pp | 67.9%+15.4pp |
| Annual return | -21.47% | -13.24%-8.2pp | 338.61%-360.1pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,615 | $695+132.2% | $1,159+39.3% | $2,596-37.8% |
| Participant deferral / active EE | $3,504 | $1,263+177.4% | $2,125+64.9% | $4,027-13.0% |
| Admin fee / account holder | $262 | $2,010-87.0% | $2,130-87.7% | $5,403-95.2% |