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 | $8,308 | $59,774-86.1% | - | $134,475-93.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -22.76% | -10.72%-12.0pp | - | 417.96%-440.7pp |
| Employer contribution / active EE | $1,946 | $2,711-28.2% | - | $4,740-58.9% |
| Participant deferral / active EE | $3,268 | $4,131-20.9% | - | $6,400-48.9% |
| Admin fee / account holder | $26 | $4,003-99.3% | - | $11,426-99.8% |