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 4-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 | $25,264 | $105,860-76.1% | $90,749-72.2% | $134,475-81.2% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -23.41% | -11.01%-12.4pp | -12.16%-11.2pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,305 | $3,462-4.5% | $2,921+13.1% | $4,740-30.3% |
| Participant deferral / active EE | $8,650 | $5,216+65.9% | $4,564+89.5% | $6,400+35.2% |
| Admin fee / account holder | $113 | $13,938-99.2% | $8,445-98.7% | $11,426-99.0% |