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 | $51,179 | $167,484-69.4% | $151,611-66.2% | $134,475-61.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -23.77% | 7.80%-31.6pp | 3.33%-27.1pp | 417.96%-441.7pp |
| Employer contribution / active EE | $3,699 | $6,829-45.8% | $6,166-40.0% | $4,740-21.9% |
| Participant deferral / active EE | $15,931 | $8,986+77.3% | $8,363+90.5% | $6,400+148.9% |
| Admin fee / account holder | $233 | $13,783-98.3% | $11,616-98.0% | $11,426-98.0% |