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 | $32,422 | $167,484-80.6% | $151,611-78.6% | $134,475-75.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -23.41% | 7.80%-31.2pp | 3.33%-26.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $11,384 | $6,829+66.7% | $6,166+84.6% | $4,740+140.2% |
| Participant deferral / active EE | $12,971 | $8,986+44.3% | $8,363+55.1% | $6,400+102.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |