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 | $47,193 | $133,958-64.8% | $112,228-57.9% | $134,475-64.9% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -20.75% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,279 | $4,038-43.6% | $3,635-37.3% | $4,740-51.9% |
| Participant deferral / active EE | $7,902 | $5,291+49.4% | $4,728+67.1% | $6,400+23.5% |
| Admin fee / account holder | $117 | $7,489-98.4% | $6,410-98.2% | $11,426-99.0% |