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 | $26,670 | $167,484-84.1% | $151,611-82.4% | $134,475-80.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -31.67% | 7.80%-39.5pp | 3.33%-35.0pp | 417.96%-449.6pp |
| Employer contribution / active EE | $5,079 | $6,829-25.6% | $6,166-17.6% | $4,740+7.2% |
| Participant deferral / active EE | $8,672 | $8,986-3.5% | $8,363+3.7% | $6,400+35.5% |
| Admin fee / account holder | $48 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |