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 6-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 | $59,472 | $95,862-38.0% | $79,550-25.2% | $134,475-55.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -22.70% | -2.69%-20.0pp | 0.16%-22.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,494 | $3,128+11.7% | $2,413+44.8% | $4,740-26.3% |
| Participant deferral / active EE | $6,772 | $4,693+44.3% | $3,985+69.9% | $6,400+5.8% |
| Admin fee / account holder | $5 | $9,126-100.0% | $6,832-99.9% | $11,426-100.0% |