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 | $20,096 | $133,958-85.0% | $112,228-82.1% | $134,475-85.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -36.26% | 47.11%-83.4pp | 27.45%-63.7pp | 417.96%-454.2pp |
| Employer contribution / active EE | $9,012 | $4,038+123.2% | $3,635+148.0% | $4,740+90.1% |
| Participant deferral / active EE | $6,477 | $5,291+22.4% | $4,728+37.0% | $6,400+1.2% |
| Admin fee / account holder | $123 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |