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 | $28,666 | $133,958-78.6% | $112,228-74.5% | $134,475-78.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.35% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,575 | $4,038-36.2% | $3,635-29.1% | $4,740-45.7% |
| Participant deferral / active EE | $9,920 | $5,291+87.5% | $4,728+109.8% | $6,400+55.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |