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 | $34,372 | $142,344-75.9% | $119,609-71.3% | $134,475-74.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | -12.44%-8.1pp | -14.97%-5.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,911 | $5,222-25.1% | $4,232-7.6% | $4,740-17.5% |
| Participant deferral / active EE | $5,319 | $6,469-17.8% | $5,602-5.0% | $6,400-16.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |