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 | $27,703 | $138,044-79.9% | $125,339-77.9% | $134,475-79.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -21.38% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,353 | $5,243-55.1% | $4,814-51.1% | $4,740-50.3% |
| Participant deferral / active EE | $7,758 | $7,799-0.5% | $7,446+4.2% | $6,400+21.2% |
| Admin fee / account holder | $64 | $11,571-99.4% | $10,010-99.4% | $11,426-99.4% |