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 | $52,943 | $167,484-68.4% | $151,611-65.1% | $134,475-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.50% | 7.80%-33.3pp | 3.33%-28.8pp | 417.96%-443.5pp |
| Employer contribution / active EE | $12,000 | $6,829+75.7% | $6,166+94.6% | $4,740+153.2% |
| Participant deferral / active EE | $5,194 | $8,986-42.2% | $8,363-37.9% | $6,400-18.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |