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 | $78,870 | $167,307-52.9% | $143,757-45.1% | $134,475-41.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.92% | 0.46%-24.4pp | -0.04%-23.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $12,188 | $5,619+116.9% | $4,951+146.2% | $4,740+157.1% |
| Participant deferral / active EE | $9,383 | $6,446+45.6% | $5,637+66.5% | $6,400+46.6% |
| Admin fee / account holder | $51 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |