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 | $14,652 | $93,024-84.2% | $77,024-81.0% | $134,475-89.1% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -23.78% | 62.60%-86.4pp | 42.32%-66.1pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,609 | $3,418-52.9% | $2,812-42.8% | $4,740-66.0% |
| Participant deferral / active EE | $3,378 | $5,238-35.5% | $4,426-23.7% | $6,400-47.2% |
| Admin fee / account holder | $289 | $6,944-95.8% | $5,425-94.7% | $11,426-97.5% |