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 | $21,441 | $93,024-77.0% | $77,024-72.2% | $134,475-84.1% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -27.89% | 62.60%-90.5pp | 42.32%-70.2pp | 417.96%-445.9pp |
| Employer contribution / active EE | $5,200 | $3,418+52.1% | $2,812+84.9% | $4,740+9.7% |
| Participant deferral / active EE | $10,861 | $5,238+107.4% | $4,426+145.4% | $6,400+69.7% |
| Admin fee / account holder | $75 | $6,944-98.9% | $5,425-98.6% | $11,426-99.3% |