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 | $34,132 | $140,588-75.7% | $123,104-72.3% | $125,391-72.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.37% | 16.80%-24.2pp | 13.22%-20.6pp | 282.22%-289.6pp |
| Employer contribution / active EE | $3,749 | $6,041-37.9% | $5,151-27.2% | $4,866-22.9% |
| Participant deferral / active EE | $20,000 | $6,980+186.5% | $6,230+221.1% | $5,352+273.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |