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 | $13,211 | $82,286-83.9% | $68,791-80.8% | $134,475-90.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -34.67% | -2.19%-32.5pp | -6.38%-28.3pp | 417.96%-452.6pp |
| Employer contribution / active EE | $4,042 | $3,301+22.5% | $2,655+52.2% | $4,740-14.7% |
| Participant deferral / active EE | $5,210 | $4,739+9.9% | $3,941+32.2% | $6,400-18.6% |
| Admin fee / account holder | $76 | $6,481-98.8% | $4,932-98.5% | $11,426-99.3% |