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 | $26,776 | $167,484-84.0% | $151,611-82.3% | $134,475-80.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.20% | 7.80%-32.0pp | 3.33%-27.5pp | 417.96%-442.2pp |
| Employer contribution / active EE | $4,274 | $6,829-37.4% | $6,166-30.7% | $4,740-9.8% |
| Participant deferral / active EE | $7,056 | $8,986-21.5% | $8,363-15.6% | $6,400+10.3% |
| Admin fee / account holder | $239 | $13,783-98.3% | $11,616-97.9% | $11,426-97.9% |