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 | $33,120 | $167,307-80.2% | $143,757-77.0% | $134,475-75.4% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -22.13% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,050 | $5,619-63.5% | $4,951-58.6% | $4,740-56.7% |
| Participant deferral / active EE | $7,453 | $6,446+15.6% | $5,637+32.2% | $6,400+16.5% |
| Admin fee / account holder | $15 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |