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 | $212,569 | $93,024+128.5% | $77,024+176.0% | $134,475+58.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.56% | 62.60%-85.2pp | 42.32%-64.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $22,564 | $3,418+560.2% | $2,812+702.4% | $4,740+376.1% |
| Participant deferral / active EE | $5,557 | $5,238+6.1% | $4,426+25.6% | $6,400-13.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |