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 | $44,244 | $100,773-56.1% | $88,946-50.3% | $142,382-68.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | -13.90% | 70.18%-84.1pp | 57.82%-71.7pp | 217.08%-231.0pp |
| Employer contribution / active EE | $1,514 | $2,918-48.1% | $2,555-40.8% | $4,299-64.8% |
| Participant deferral / active EE | $2,270 | $5,230-56.6% | $4,581-50.4% | $6,507-65.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |