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 | $247,243 | $108,172+128.6% | $77,482+219.1% | $158,922+55.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -8.69% | 31.67%-40.4pp | 54.79%-63.5pp | 302.83%-311.5pp |
| Employer contribution / active EE | $1,199 | $1,325-9.5% | $986+21.6% | $4,761-74.8% |
| Participant deferral / active EE | $26,000 | $2,456+958.5% | $1,861+1297.0% | $5,982+334.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |