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 | $38,615 | $99,032-61.0% | $80,019-51.7% | $135,375-71.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -16.36% | 15.39%-31.7pp | 11.22%-27.6pp | 519.73%-536.1pp |
| Employer contribution / active EE | $3,746 | $3,043+23.1% | $2,468+51.8% | $4,779-21.6% |
| Participant deferral / active EE | $18,500 | $4,282+332.0% | $3,686+401.9% | $5,609+229.8% |
| Admin fee / account holder | $68 | $10,436-99.3% | $6,521-99.0% | $10,827-99.4% |