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 | $21,888 | $91,911-76.2% | $68,793-68.2% | $135,375-83.8% |
| Participation rate | 85.7% | 76.7%+9.0pp | 72.2%+13.5pp | 82.6%+3.1pp |
| Annual return | -10.85% | -8.22%-2.6pp | -4.63%-6.2pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,705 | $3,924-31.1% | $2,625+3.0% | $4,779-43.4% |
| Participant deferral / active EE | $2,491 | $4,315-42.3% | $3,311-24.8% | $5,609-55.6% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |