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 9-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 | $14,043 | $69,518-79.8% | $59,878-76.5% | $135,375-89.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -17.48% | 7.94%-25.4pp | 3.46%-20.9pp | 519.73%-537.2pp |
| Employer contribution / active EE | $1,856 | $3,235-42.6% | $2,722-31.8% | $4,779-61.2% |
| Participant deferral / active EE | $5,274 | $4,206+25.4% | $3,402+55.0% | $5,609-6.0% |
| Admin fee / account holder | $89 | $5,734-98.4% | $3,590-97.5% | $10,827-99.2% |