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 | $27,568 | $95,971-71.3% | $74,550-63.0% | $135,375-79.6% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -11.70% | 56.96%-68.7pp | 32.53%-44.2pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,192 | $2,716-19.3% | $1,961+11.8% | $4,779-54.1% |
| Participant deferral / active EE | $6,591 | $3,843+71.5% | $3,108+112.1% | $5,609+17.5% |
| Admin fee / account holder | $185 | $6,522-97.2% | $5,060-96.3% | $10,827-98.3% |