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 6-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 | $13,058 | $95,862-86.4% | $79,550-83.6% | $134,475-90.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -24.81% | -2.69%-22.1pp | 0.16%-25.0pp | 417.96%-442.8pp |
| Employer contribution / active EE | $7,821 | $3,128+150.0% | $2,413+224.1% | $4,740+65.0% |
| Participant deferral / active EE | $1,624 | $4,693-65.4% | $3,985-59.3% | $6,400-74.6% |
| Admin fee / account holder | $262 | $9,126-97.1% | $6,832-96.2% | $11,426-97.7% |