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 | $20,513 | $105,860-80.6% | $90,749-77.4% | $134,475-84.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -35.55% | -11.01%-24.5pp | -12.16%-23.4pp | 417.96%-453.5pp |
| Employer contribution / active EE | $2,809 | $3,462-18.9% | $2,921-3.8% | $4,740-40.7% |
| Participant deferral / active EE | $10,138 | $5,216+94.4% | $4,564+122.1% | $6,400+58.4% |
| Admin fee / account holder | $93 | $13,938-99.3% | $8,445-98.9% | $11,426-99.2% |