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 | $5,336 | $25,979-79.5% | $71,735-92.6% | $68,494-92.2% |
| Participation rate | 88.9% | 54.5%+34.4pp | 62.3%+26.6pp | 67.9%+21.0pp |
| Annual return | -33.42% | -15.10%-18.3pp | 9.14%-42.6pp | -7.84%-25.6pp |
| Employer contribution / active EE | $1,814 | $900+101.5% | $1,704+6.5% | $2,596-30.1% |
| Participant deferral / active EE | $3,199 | $1,522+110.2% | $2,658+20.4% | $4,027-20.6% |
| Admin fee / account holder | $146 | $2,022-92.8% | $3,974-96.3% | $5,403-97.3% |