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 4-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 | $22,763 | $105,860-78.5% | $90,749-74.9% | $134,475-83.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.34% | -11.01%-10.3pp | -12.16%-9.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,918 | $3,462-44.6% | $2,921-34.3% | $4,740-59.5% |
| Participant deferral / active EE | $5,854 | $5,216+12.2% | $4,564+28.3% | $6,400-8.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |