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 5-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 | $23,835 | $106,515-77.6% | $96,683-75.3% | $139,434-82.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | -27.04% | 38.43%-65.5pp | 35.69%-62.7pp | 372.94%-400.0pp |
| Employer contribution / active EE | $3,127 | $4,103-23.8% | $3,737-16.3% | $4,751-34.2% |
| Participant deferral / active EE | $13,259 | $5,454+143.1% | $4,878+171.8% | $6,710+97.6% |
| Admin fee / account holder | $83 | $7,877-98.9% | $6,730-98.8% | $11,403-99.3% |