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 | $23,721 | $167,484-85.8% | $151,611-84.4% | $134,475-82.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -55.54% | 7.80%-63.3pp | 3.33%-58.9pp | 417.96%-473.5pp |
| Employer contribution / active EE | $6,578 | $6,829-3.7% | $6,166+6.7% | $4,740+38.8% |
| Participant deferral / active EE | $11,605 | $8,986+29.1% | $8,363+38.8% | $6,400+81.3% |
| Admin fee / account holder | $74 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |