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 | $17,499 | $106,543-83.6% | $91,220-80.8% | $134,475-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.70% | 160.60%-182.3pp | 114.01%-135.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,957 | $3,331-11.2% | $2,850+3.8% | $4,740-37.6% |
| Participant deferral / active EE | $3,988 | $4,719-15.5% | $4,234-5.8% | $6,400-37.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |