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 | $41,841 | $138,065-69.7% | $123,544-66.1% | $135,375-69.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -13.72% | 153.68%-167.4pp | 119.20%-132.9pp | 519.73%-533.5pp |
| Employer contribution / active EE | $5,360 | $5,151+4.0% | $4,628+15.8% | $4,779+12.2% |
| Participant deferral / active EE | $14,358 | $6,799+111.2% | $6,426+123.5% | $5,609+156.0% |
| Admin fee / account holder | $146 | $10,916-98.7% | $9,284-98.4% | $10,827-98.7% |