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 | $186,079 | $114,381+62.7% | $107,525+73.1% | $142,382+30.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -3.16% | 242.71%-245.9pp | 181.32%-184.5pp | 217.08%-220.2pp |
| Employer contribution / active EE | $1,702 | $4,015-57.6% | $3,754-54.6% | $4,299-60.4% |
| Participant deferral / active EE | $2,020 | $5,564-63.7% | $5,116-60.5% | $6,507-69.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |