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 | $35,352 | $93,024-62.0% | $77,024-54.1% | $134,475-73.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -48.18% | 62.60%-110.8pp | 42.32%-90.5pp | 417.96%-466.1pp |
| Employer contribution / active EE | $2,078 | $3,418-39.2% | $2,812-26.1% | $4,740-56.2% |
| Participant deferral / active EE | $2,700 | $5,238-48.5% | $4,426-39.0% | $6,400-57.8% |
| Admin fee / account holder | $78 | $6,944-98.9% | $5,425-98.6% | $11,426-99.3% |