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 8-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 | $19,745 | $95,193-79.3% | $76,523-74.2% | $135,375-85.4% |
| Participation rate | 78.6% | 74.4%+4.2pp | 68.0%+10.6pp | 82.6%-4.1pp |
| Annual return | -12.55% | 4.85%-17.4pp | -0.27%-12.3pp | 519.73%-532.3pp |
| Employer contribution / active EE | $2,846 | $3,302-13.8% | $2,647+7.5% | $4,779-40.5% |
| Participant deferral / active EE | $5,319 | $4,639+14.7% | $3,835+38.7% | $5,609-5.2% |
| Admin fee / account holder | $168 | $6,249-97.3% | $4,848-96.5% | $10,827-98.5% |