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 | $37,029 | $81,900-54.8% | $119,609-69.0% | $68,494-45.9% |
| Participation rate | 75.7% | 71.9%+3.8pp | 79.3%-3.6pp | 67.9%+7.8pp |
| Annual return | -21.69% | -23.82%+2.1pp | -14.97%-6.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,500 | $2,693-44.3% | $4,232-64.6% | $2,596-42.2% |
| Participant deferral / active EE | $5,043 | $4,148+21.6% | $5,602-10.0% | $4,027+25.2% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |