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 9-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 | $20,223 | $77,813-74.0% | $123,544-83.6% | $64,186-68.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -12.47% | 12.48%-25.0pp | 119.20%-131.7pp | 7.63%-20.1pp |
| Employer contribution / active EE | $2,599 | $3,014-13.8% | $4,628-43.8% | $2,381+9.2% |
| Participant deferral / active EE | $9,081 | $5,240+73.3% | $6,426+41.3% | $3,470+161.7% |
| Admin fee / account holder | $36 | $5,519-99.4% | $9,284-99.6% | $4,888-99.3% |