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 | $15,117 | $133,958-88.7% | $112,228-86.5% | $134,475-88.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -22.14% | 47.11%-69.3pp | 27.45%-49.6pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,097 | $4,038-48.1% | $3,635-42.3% | $4,740-55.8% |
| Participant deferral / active EE | $3,439 | $5,291-35.0% | $4,728-27.3% | $6,400-46.3% |
| Admin fee / account holder | $173 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |