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 10-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 | $27,495 | $95,971-71.4% | $74,550-63.1% | $135,375-79.7% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -9.45% | 56.96%-66.4pp | 32.53%-42.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,395 | $2,716-48.7% | $1,961-28.9% | $4,779-70.8% |
| Participant deferral / active EE | $3,024 | $3,843-21.3% | $3,108-2.7% | $5,609-46.1% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |