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 | $23,687 | $82,286-71.2% | $68,791-65.6% | $134,475-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.95% | -2.19%-21.8pp | -6.38%-17.6pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,849 | $3,301-44.0% | $2,655-30.4% | $4,740-61.0% |
| Participant deferral / active EE | $7,631 | $4,739+61.0% | $3,941+93.6% | $6,400+19.2% |
| Admin fee / account holder | $94 | $6,481-98.5% | $4,932-98.1% | $11,426-99.2% |