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 | $31,862 | $90,590-64.8% | $90,782-64.9% | $135,375-76.5% |
| Participation rate | 78.6% | 83.7%-5.2pp | 82.7%-4.1pp | 82.6%-4.1pp |
| Annual return | -25.89% | -3.40%-22.5pp | -3.42%-22.5pp | 519.73%-545.6pp |
| Employer contribution / active EE | $12,311 | $4,352+182.8% | $4,105+199.9% | $4,779+157.6% |
| Participant deferral / active EE | $5,808 | $5,407+7.4% | $5,366+8.2% | $5,609+3.5% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |