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 9-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 | $50,708 | $92,222-45.0% | $76,768-33.9% | $135,375-62.5% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -8.76% | 5.46%-14.2pp | 2.43%-11.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,908 | $3,216-40.7% | $2,485-23.2% | $4,779-60.1% |
| Participant deferral / active EE | $5,001 | $4,509+10.9% | $3,852+29.9% | $5,609-10.8% |
| Admin fee / account holder | $8 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |