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 | $29,146 | $95,862-69.6% | $79,550-63.4% | $134,475-78.3% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -21.14% | -2.69%-18.4pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,218 | $3,128-29.1% | $2,413-8.1% | $4,740-53.2% |
| Participant deferral / active EE | $6,458 | $4,693+37.6% | $3,985+62.0% | $6,400+0.9% |
| Admin fee / account holder | $152 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |