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 | $28,796 | $71,883-59.9% | $86,677-66.8% | $68,494-58.0% |
| Participation rate | 83.9% | 72.2%+11.6pp | 76.6%+7.3pp | 67.9%+16.0pp |
| Annual return | -19.58% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,358 | $2,173+54.5% | $2,836+18.4% | $2,596+29.3% |
| Participant deferral / active EE | $8,903 | $3,779+135.6% | $4,656+91.2% | $4,027+121.1% |
| Admin fee / account holder | $11 | $6,112-99.8% | $7,493-99.8% | $5,403-99.8% |