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 9-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 | $19,174 | $95,193-79.9% | $76,523-74.9% | $135,375-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -59.19% | 4.85%-64.0pp | -0.27%-58.9pp | 519.73%-578.9pp |
| Employer contribution / active EE | $3,447 | $3,302+4.4% | $2,647+30.2% | $4,779-27.9% |
| Participant deferral / active EE | $14,439 | $4,639+211.2% | $3,835+276.5% | $5,609+157.4% |
| Admin fee / account holder | $100 | $6,249-98.4% | $4,848-97.9% | $10,827-99.1% |