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 10-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 | $15,221 | $32,117-52.6% | $71,086-78.6% | $64,186-76.3% |
| Participation rate | 76.0% | 42.7%+33.3pp | 54.7%+21.3pp | 69.6%+6.4pp |
| Annual return | -10.33% | -5.57%-4.8pp | 650.59%-660.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $896 | $712+25.9% | $1,088-17.6% | $2,381-62.3% |
| Participant deferral / active EE | $2,066 | $1,263+63.6% | $1,874+10.3% | $3,470-40.4% |
| Admin fee / account holder | $10 | $2,759-99.7% | $3,082-99.7% | $4,888-99.8% |