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 6-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 | $18,887 | $167,307-88.7% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -24.39% | 0.46%-24.9pp | -0.04%-24.3pp | 417.96%-442.4pp |
| Employer contribution / active EE | $4,032 | $5,619-28.3% | $4,951-18.6% | $4,740-14.9% |
| Participant deferral / active EE | $3,767 | $6,446-41.6% | $5,637-33.2% | $6,400-41.1% |
| Admin fee / account holder | $287 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |