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 7-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 | $37,107 | $85,790-56.7% | $67,313-44.9% | $135,375-72.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -25.11% | -0.54%-24.6pp | -4.08%-21.0pp | 519.73%-544.8pp |
| Employer contribution / active EE | $6,096 | $3,487+74.8% | $2,566+137.6% | $4,779+27.6% |
| Participant deferral / active EE | $20,634 | $4,651+343.6% | $3,568+478.2% | $5,609+267.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |