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 | $24,717 | $95,193-74.0% | $76,523-67.7% | $135,375-81.7% |
| Participation rate | 73.3% | 74.4%-1.1pp | 68.0%+5.3pp | 82.6%-9.3pp |
| Annual return | -20.24% | 4.85%-25.1pp | -0.27%-20.0pp | 519.73%-540.0pp |
| Employer contribution / active EE | $2,525 | $3,302-23.5% | $2,647-4.6% | $4,779-47.2% |
| Participant deferral / active EE | $4,109 | $4,639-11.4% | $3,835+7.1% | $5,609-26.7% |
| Admin fee / account holder | $95 | $6,249-98.5% | $4,848-98.0% | $10,827-99.1% |