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 7-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 | $36,363 | $97,044-62.5% | $83,333-56.4% | $135,375-73.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -14.58% | 12.31%-26.9pp | 10.63%-25.2pp | 519.73%-534.3pp |
| Employer contribution / active EE | $4,237 | $4,143+2.3% | $3,379+25.4% | $4,779-11.3% |
| Participant deferral / active EE | $11,807 | $5,964+98.0% | $5,565+112.2% | $5,609+110.5% |
| Admin fee / account holder | $72 | $8,380-99.1% | $7,510-99.0% | $10,827-99.3% |