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 | $80,383 | $129,942-38.1% | $104,294-22.9% | $134,475-40.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -26.98% | 42.03%-69.0pp | 24.61%-51.6pp | 417.96%-444.9pp |
| Employer contribution / active EE | $11,487 | $4,184+174.5% | $3,372+240.7% | $4,740+142.4% |
| Participant deferral / active EE | $11,188 | $5,588+100.2% | $4,625+141.9% | $6,400+74.8% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |