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 | $19,608 | $95,971-79.6% | $74,550-73.7% | $135,375-85.5% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -9.90% | 56.96%-66.9pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,092 | $2,716-23.0% | $1,961+6.7% | $4,779-56.2% |
| Participant deferral / active EE | $5,001 | $3,843+30.1% | $3,108+60.9% | $5,609-10.8% |
| Admin fee / account holder | $293 | $6,522-95.5% | $5,060-94.2% | $10,827-97.3% |