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 | $103,968 | $209,336-50.3% | $197,124-47.3% | $137,256-24.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -36.79% | 48.09%-84.9pp | 44.34%-81.1pp | 220.34%-257.1pp |
| Employer contribution / active EE | $3,139 | $6,591-52.4% | $6,227-49.6% | $4,156-24.5% |
| Participant deferral / active EE | $15,692 | $9,614+63.2% | $9,135+71.8% | $6,407+144.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |