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 | $22,098 | $105,860-79.1% | $90,749-75.6% | $134,475-83.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -25.58% | -11.01%-14.6pp | -12.16%-13.4pp | 417.96%-443.5pp |
| Employer contribution / active EE | $3,668 | $3,462+5.9% | $2,921+25.6% | $4,740-22.6% |
| Participant deferral / active EE | $8,279 | $5,216+58.7% | $4,564+81.4% | $6,400+29.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |