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 | $9,709 | $82,286-88.2% | $68,791-85.9% | $134,475-92.8% |
| Participation rate | 77.3% | 75.1%+2.2pp | 69.0%+8.2pp | 81.2%-3.9pp |
| Annual return | -26.91% | -2.19%-24.7pp | -6.38%-20.5pp | 417.96%-444.9pp |
| Employer contribution / active EE | $1,778 | $3,301-46.1% | $2,655-33.0% | $4,740-62.5% |
| Participant deferral / active EE | $3,934 | $4,739-17.0% | $3,941-0.2% | $6,400-38.5% |
| Admin fee / account holder | $66 | $6,481-99.0% | $4,932-98.7% | $11,426-99.4% |