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 7-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 | $55,330 | $176,377-68.6% | $134,143-58.8% | $158,922-65.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -7.05% | 63.63%-70.7pp | 36.33%-43.4pp | 302.83%-309.9pp |
| Employer contribution / active EE | $6,232 | $5,040+23.6% | $3,704+68.2% | $4,761+30.9% |
| Participant deferral / active EE | $16,510 | $4,091+303.5% | $3,499+371.9% | $5,982+176.0% |
| Admin fee / account holder | $194 | $8,718-97.8% | $6,684-97.1% | $11,246-98.3% |