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 | $21,889 | $99,032-77.9% | $80,019-72.6% | $135,375-83.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -20.26% | 15.39%-35.6pp | 11.22%-31.5pp | 519.73%-540.0pp |
| Employer contribution / active EE | $5,085 | $3,043+67.1% | $2,468+106.1% | $4,779+6.4% |
| Participant deferral / active EE | $9,307 | $4,282+117.3% | $3,686+152.5% | $5,609+65.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |