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 4-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 | $48,760 | $112,729-56.7% | $98,716-50.6% | $137,256-64.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -11.23% | 38.48%-49.7pp | 31.81%-43.0pp | 220.34%-231.6pp |
| Employer contribution / active EE | $1,757 | $2,725-35.5% | $2,279-22.9% | $4,156-57.7% |
| Participant deferral / active EE | $6,606 | $4,640+42.4% | $4,048+63.2% | $6,407+3.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |