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 7-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 | $45,422 | $133,922-66.1% | $116,228-60.9% | $142,382-68.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | -1.16% | 147.76%-148.9pp | 90.06%-91.2pp | 217.08%-218.2pp |
| Employer contribution / active EE | $840 | $3,446-75.6% | $2,994-72.0% | $4,299-80.5% |
| Participant deferral / active EE | $2,338 | $5,672-58.8% | $4,953-52.8% | $6,507-64.1% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |