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 8-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 | $40,943 | $167,484-75.6% | $151,611-73.0% | $134,475-69.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.13% | 7.80%-34.9pp | 3.33%-30.5pp | 417.96%-445.1pp |
| Employer contribution / active EE | $8,968 | $6,829+31.3% | $6,166+45.4% | $4,740+89.2% |
| Participant deferral / active EE | $10,268 | $8,986+14.3% | $8,363+22.8% | $6,400+60.5% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |