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 10-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 | $21,496 | $77,976-72.4% | $81,367-73.6% | $125,391-82.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -6.96% | -2.85%-4.1pp | -0.92%-6.0pp | 282.22%-289.2pp |
| Employer contribution / active EE | $1,688 | $4,366-61.3% | $3,930-57.0% | $4,866-65.3% |
| Participant deferral / active EE | $10,911 | $5,646+93.2% | $5,383+102.7% | $5,352+103.9% |
| Admin fee / account holder | $33 | $12,476-99.7% | $8,926-99.6% | $9,540-99.7% |