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 | $28,193 | $77,813-63.8% | $123,544-77.2% | $64,186-56.1% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.3%+13.5pp | 69.6%+26.3pp |
| Annual return | -8.93% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $4,906 | $3,014+62.8% | $4,628+6.0% | $2,381+106.0% |
| Participant deferral / active EE | $7,337 | $5,240+40.0% | $6,426+14.2% | $3,470+111.5% |
| Admin fee / account holder | $30 | $5,519-99.5% | $9,284-99.7% | $4,888-99.4% |