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 | $232,001 | $167,484+38.5% | $151,611+53.0% | $134,475+72.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -25.92% | 7.80%-33.7pp | 3.33%-29.2pp | 417.96%-443.9pp |
| Employer contribution / active EE | $3,720 | $6,829-45.5% | $6,166-39.7% | $4,740-21.5% |
| Participant deferral / active EE | $14,155 | $8,986+57.5% | $8,363+69.2% | $6,400+121.2% |
| Admin fee / account holder | $98 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |