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 | $135,303 | $93,024+45.4% | $77,024+75.7% | $134,475+0.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.84% | 62.60%-87.4pp | 42.32%-67.2pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,982 | $3,418-12.7% | $2,812+6.0% | $4,740-37.1% |
| Participant deferral / active EE | $15,767 | $5,238+201.0% | $4,426+256.2% | $6,400+146.4% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |