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 8-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 | $24,989 | $87,540-71.5% | $75,781-67.0% | $125,391-80.1% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -8.01% | 13.48%-21.5pp | 9.68%-17.7pp | 282.22%-290.2pp |
| Employer contribution / active EE | $3,887 | $3,930-1.1% | $3,323+16.9% | $4,866-20.1% |
| Participant deferral / active EE | $9,251 | $4,229+118.8% | $3,651+153.4% | $5,352+72.9% |
| Admin fee / account holder | $108 | $6,502-98.3% | $5,299-98.0% | $9,540-98.9% |