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 7-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 | $21,446 | $133,958-84.0% | $112,228-80.9% | $134,475-84.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.77% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,729 | $4,038-57.2% | $3,635-52.4% | $4,740-63.5% |
| Participant deferral / active EE | $6,257 | $5,291+18.3% | $4,728+32.3% | $6,400-2.2% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |