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 9-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 | $88,675 | $154,228-42.5% | $145,433-39.0% | $137,256-35.4% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | -14.04% | 74.59%-88.6pp | 66.58%-80.6pp | 220.34%-234.4pp |
| Employer contribution / active EE | $2,729 | $4,804-43.2% | $4,554-40.1% | $4,156-34.3% |
| Participant deferral / active EE | $13,972 | $8,216+70.1% | $7,897+76.9% | $6,407+118.1% |
| Admin fee / account holder | $96 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |