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 5-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 | $29,465 | $117,690-75.0% | $71,735-58.9% | $134,475-78.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -34.94% | 25.44%-60.4pp | 9.14%-44.1pp | 417.96%-452.9pp |
| Employer contribution / active EE | $9,800 | $2,525+288.2% | $1,704+475.2% | $4,740+106.8% |
| Participant deferral / active EE | $12,427 | $3,759+230.6% | $2,658+367.5% | $6,400+94.2% |
| Admin fee / account holder | $18 | $6,379-99.7% | $3,974-99.6% | $11,426-99.8% |