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 7-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 | $28,132 | $82,664-66.0% | $125,339-77.6% | $68,494-58.9% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -22.70% | -5.97%-16.7pp | 572.05%-594.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,718 | $3,381-19.6% | $4,814-43.5% | $2,596+4.7% |
| Participant deferral / active EE | $5,343 | $6,110-12.6% | $7,446-28.2% | $4,027+32.7% |
| Admin fee / account holder | $192 | $6,275-96.9% | $10,010-98.1% | $5,403-96.4% |