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 | $76,844 | $69,518+10.5% | $59,878+28.3% | $135,375-43.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -14.69% | 7.94%-22.6pp | 3.46%-18.1pp | 519.73%-534.4pp |
| Employer contribution / active EE | $15,124 | $3,235+367.5% | $2,722+455.7% | $4,779+216.5% |
| Participant deferral / active EE | $12,363 | $4,206+193.9% | $3,402+263.4% | $5,609+120.4% |
| Admin fee / account holder | $250 | $5,734-95.6% | $3,590-93.0% | $10,827-97.7% |