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 | $18,087 | $46,674-61.2% | $117,472-84.6% | $68,494-73.6% |
| Participation rate | 88.5% | 56.8%+31.7pp | 70.6%+17.9pp | 67.9%+20.6pp |
| Annual return | -20.14% | -14.52%-5.6pp | 29.74%-49.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,996 | $1,505+32.7% | $4,176-52.2% | $2,596-23.1% |
| Participant deferral / active EE | $3,253 | $2,636+23.4% | $4,070-20.1% | $4,027-19.2% |
| Admin fee / account holder | $299 | $4,020-92.6% | $5,645-94.7% | $5,403-94.5% |