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 | $14,279 | $152,509-90.6% | $117,472-87.8% | $134,475-89.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -27.78% | 52.99%-80.8pp | 29.74%-57.5pp | 417.96%-445.7pp |
| Employer contribution / active EE | $6,252 | $5,571+12.2% | $4,176+49.7% | $4,740+31.9% |
| Participant deferral / active EE | $11,269 | $4,818+133.9% | $4,070+176.9% | $6,400+76.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |