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 6-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 | $27,071 | $100,754-73.1% | $86,677-68.8% | $134,475-79.9% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -21.71% | 29.04%-50.7pp | 35.91%-57.6pp | 417.96%-439.7pp |
| Employer contribution / active EE | $7,904 | $3,489+126.5% | $2,836+178.7% | $4,740+66.8% |
| Participant deferral / active EE | $4,611 | $5,338-13.6% | $4,656-1.0% | $6,400-28.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |