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 | $25,578 | $167,307-84.7% | $143,757-82.2% | $134,475-81.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.20% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,247 | $5,619-42.2% | $4,951-34.4% | $4,740-31.5% |
| Participant deferral / active EE | $14,395 | $6,446+123.3% | $5,637+155.4% | $6,400+124.9% |
| Admin fee / account holder | $151 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |