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 7-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 | $171,348 | $107,452+59.5% | $91,541+87.2% | $142,382+20.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -13.11% | 22.06%-35.2pp | 20.50%-33.6pp | 217.08%-230.2pp |
| Employer contribution / active EE | $780 | $2,994-74.0% | $2,505-68.9% | $4,299-81.9% |
| Participant deferral / active EE | $1,258 | $4,754-73.5% | $4,008-68.6% | $6,507-80.7% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |