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 | $41,821 | $133,958-68.8% | $112,228-62.7% | $134,475-68.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -23.59% | 47.11%-70.7pp | 27.45%-51.0pp | 417.96%-441.6pp |
| Employer contribution / active EE | $3,199 | $4,038-20.8% | $3,635-12.0% | $4,740-32.5% |
| Participant deferral / active EE | $8,448 | $5,291+59.7% | $4,728+78.7% | $6,400+32.0% |
| Admin fee / account holder | $209 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |