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 | $24,831 | $211,958-88.3% | $169,463-85.3% | $135,375-81.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.72% | 3.26%-14.0pp | 1.83%-12.6pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,103 | $5,120-78.5% | $4,159-73.5% | $4,779-76.9% |
| Participant deferral / active EE | $6,802 | $6,075+12.0% | $5,277+28.9% | $5,609+21.3% |
| Admin fee / account holder | $54 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |