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 | $60,835 | $97,044-37.3% | $83,333-27.0% | $135,375-55.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.51% | 12.31%-22.8pp | 10.63%-21.1pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,565 | $4,143+10.2% | $3,379+35.1% | $4,779-4.5% |
| Participant deferral / active EE | $15,730 | $5,964+163.7% | $5,565+182.7% | $5,609+180.5% |
| Admin fee / account holder | $206 | $8,380-97.5% | $7,510-97.3% | $10,827-98.1% |