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 | $27,843 | $142,344-80.4% | $119,609-76.7% | $134,475-79.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -24.56% | -12.44%-12.1pp | -14.97%-9.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $3,181 | $5,222-39.1% | $4,232-24.8% | $4,740-32.9% |
| Participant deferral / active EE | $10,143 | $6,469+56.8% | $5,602+81.1% | $6,400+58.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |