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 | $9,908 | $32,117-69.2% | $71,086-86.1% | $64,186-84.6% |
| Participation rate | 74.3% | 42.7%+31.6pp | 54.7%+19.6pp | 69.6%+4.7pp |
| Annual return | -11.81% | -5.57%-6.2pp | 650.59%-662.4pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,194 | $712+67.7% | $1,088+9.8% | $2,381-49.8% |
| Participant deferral / active EE | $2,315 | $1,263+83.3% | $1,874+23.5% | $3,470-33.3% |
| Admin fee / account holder | $251 | $2,759-90.9% | $3,082-91.9% | $4,888-94.9% |