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 4-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 | $43,582 | $81,248-46.4% | $155,509-72.0% | $80,856-46.1% |
| Participation rate | 75.9% | 66.2%+9.7pp | 78.2%-2.3pp | 67.6%+8.3pp |
| Annual return | -39.78% | 33.31%-73.1pp | 64.67%-104.4pp | 35.59%-75.4pp |
| Employer contribution / active EE | $3,432 | $3,100+10.7% | $4,672-26.6% | $2,755+24.6% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $135 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |