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 | $17,466 | $152,509-88.5% | $117,472-85.1% | $134,475-87.0% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -22.65% | 52.99%-75.6pp | 29.74%-52.4pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,038 | $5,571-63.4% | $4,176-51.2% | $4,740-57.0% |
| Participant deferral / active EE | $8,144 | $4,818+69.0% | $4,070+100.1% | $6,400+27.2% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |