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 | $23,359 | $95,862-75.6% | $79,550-70.6% | $134,475-82.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -21.16% | -2.69%-18.5pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,912 | $3,128-6.9% | $2,413+20.7% | $4,740-38.6% |
| Participant deferral / active EE | $8,398 | $4,693+78.9% | $3,985+110.7% | $6,400+31.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |