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 | $53,379 | $133,958-60.2% | $112,228-52.4% | $134,475-60.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.49% | 47.11%-75.6pp | 27.45%-55.9pp | 417.96%-446.5pp |
| Employer contribution / active EE | $6,938 | $4,038+71.8% | $3,635+90.9% | $4,740+46.4% |
| Participant deferral / active EE | $7,218 | $5,291+36.4% | $4,728+52.7% | $6,400+12.8% |
| Admin fee / account holder | $262 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |