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 | $17,940 | $95,862-81.3% | $79,550-77.4% | $134,475-86.7% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -21.70% | -2.69%-19.0pp | 0.16%-21.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,000 | $3,128-4.1% | $2,413+24.3% | $4,740-36.7% |
| Participant deferral / active EE | $4,348 | $4,693-7.4% | $3,985+9.1% | $6,400-32.1% |
| Admin fee / account holder | $37 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |