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 6-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 | $4,424 | $27,641-84.0% | $61,373-92.8% | $68,494-93.5% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -23.95% | -13.24%-10.7pp | 338.61%-362.6pp | -7.84%-16.1pp |
| Employer contribution / active EE | $3,784 | $695+444.0% | $1,159+226.4% | $2,596+45.7% |
| Participant deferral / active EE | $1,363 | $1,263+7.9% | $2,125-35.8% | $4,027-66.2% |
| Admin fee / account holder | $266 | $2,010-86.8% | $2,130-87.5% | $5,403-95.1% |