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 10-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 | $18,148 | $97,044-81.3% | $83,333-78.2% | $135,375-86.6% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -14.64% | 12.31%-27.0pp | 10.63%-25.3pp | 519.73%-534.4pp |
| Employer contribution / active EE | $3,051 | $4,143-26.4% | $3,379-9.7% | $4,779-36.2% |
| Participant deferral / active EE | $3,782 | $5,964-36.6% | $5,565-32.0% | $5,609-32.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |