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 | $47,909 | $69,518-31.1% | $59,878-20.0% | $135,375-64.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.36% | 7.94%-19.3pp | 3.46%-14.8pp | 519.73%-531.1pp |
| Employer contribution / active EE | $5,327 | $3,235+64.7% | $2,722+95.7% | $4,779+11.5% |
| Participant deferral / active EE | $8,336 | $4,206+98.2% | $3,402+145.0% | $5,609+48.6% |
| Admin fee / account holder | $152 | $5,734-97.4% | $3,590-95.8% | $10,827-98.6% |