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 7-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 | $39,293 | $197,591-80.1% | $177,821-77.9% | $158,922-75.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -2.11% | 58.76%-60.9pp | 48.32%-50.4pp | 302.83%-304.9pp |
| Employer contribution / active EE | $12,573 | $6,697+87.7% | $5,918+112.4% | $4,761+164.1% |
| Participant deferral / active EE | $18,104 | $8,405+115.4% | $7,714+134.7% | $5,982+202.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |