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 | $54,883 | $158,817-65.4% | $121,196-54.7% | $135,375-59.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -11.41% | -0.64%-10.8pp | 16.93%-28.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,043 | $5,665-63.9% | $4,022-49.2% | $4,779-57.2% |
| Participant deferral / active EE | $5,829 | $4,005+45.5% | $3,344+74.3% | $5,609+3.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |