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 10-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 | $13,462 | $85,790-84.3% | $67,313-80.0% | $135,375-90.1% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 82.6%-12.1pp |
| Annual return | -13.22% | -0.54%-12.7pp | -4.08%-9.1pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,765 | $3,487-49.4% | $2,566-31.2% | $4,779-63.1% |
| Participant deferral / active EE | $4,106 | $4,651-11.7% | $3,568+15.1% | $5,609-26.8% |
| Admin fee / account holder | $11 | $6,392-99.8% | $4,507-99.8% | $10,827-99.9% |