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 6-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 | $22,383 | $167,307-86.6% | $143,757-84.4% | $134,475-83.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -20.13% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,641 | $5,619-70.8% | $4,951-66.8% | $4,740-65.4% |
| Participant deferral / active EE | $5,911 | $6,446-8.3% | $5,637+4.9% | $6,400-7.6% |
| Admin fee / account holder | $84 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |