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 5-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 | $33,619 | $167,484-79.9% | $151,611-77.8% | $134,475-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.80% | 7.80%-34.6pp | 3.33%-30.1pp | 417.96%-444.8pp |
| Employer contribution / active EE | $9,152 | $6,829+34.0% | $6,166+48.4% | $4,740+93.1% |
| Participant deferral / active EE | $10,498 | $8,986+16.8% | $8,363+25.5% | $6,400+64.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |