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 3-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 | $8,411 | $99,918-91.6% | $81,382-89.7% | $145,922-94.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -5.53% | 34.32%-39.8pp | 24.73%-30.3pp | 561.29%-566.8pp |
| Employer contribution / active EE | $1,345 | $2,978-54.8% | $2,463-45.4% | $4,660-71.1% |
| Participant deferral / active EE | $1,181 | $4,605-74.3% | $3,883-69.6% | $6,688-82.3% |
| Admin fee / account holder | $20 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |