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 3-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 | $62,930 | $117,841-46.6% | $102,423-38.6% | $145,922-56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -4.96% | 31.65%-36.6pp | 29.32%-34.3pp | 561.29%-566.2pp |
| Employer contribution / active EE | $4,933 | $3,615+36.5% | $3,023+63.2% | $4,660+5.9% |
| Participant deferral / active EE | $21,218 | $5,731+270.2% | $5,053+319.9% | $6,688+217.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |