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 | $29,019 | $129,942-77.7% | $104,294-72.2% | $134,475-78.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -43.30% | 42.03%-85.3pp | 24.61%-67.9pp | 417.96%-461.3pp |
| Employer contribution / active EE | $13,076 | $4,184+212.5% | $3,372+287.8% | $4,740+175.9% |
| Participant deferral / active EE | $10,524 | $5,588+88.3% | $4,625+127.6% | $6,400+64.4% |
| Admin fee / account holder | $168 | $9,323-98.2% | $7,339-97.7% | $11,426-98.5% |