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 | $39,015 | $82,664-52.8% | $125,339-68.9% | $68,494-43.0% |
| Participation rate | 92.5% | 75.0%+17.5pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -25.41% | -5.97%-19.4pp | 572.05%-597.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $3,750 | $3,381+10.9% | $4,814-22.1% | $2,596+44.4% |
| Participant deferral / active EE | $7,533 | $6,110+23.3% | $7,446+1.2% | $4,027+87.1% |
| Admin fee / account holder | $41 | $6,275-99.3% | $10,010-99.6% | $5,403-99.2% |