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 | $25,301 | $138,065-81.7% | $123,544-79.5% | $135,375-81.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -23.76% | 153.68%-177.4pp | 119.20%-143.0pp | 519.73%-543.5pp |
| Employer contribution / active EE | $3,714 | $5,151-27.9% | $4,628-19.8% | $4,779-22.3% |
| Participant deferral / active EE | $9,604 | $6,799+41.3% | $6,426+49.5% | $5,609+71.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |