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 | $25,813 | $211,958-87.8% | $169,463-84.8% | $135,375-80.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -14.07% | 3.26%-17.3pp | 1.83%-15.9pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,895 | $5,120-63.0% | $4,159-54.4% | $4,779-60.4% |
| Participant deferral / active EE | $3,734 | $6,075-38.5% | $5,277-29.2% | $5,609-33.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |