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 6-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 | $23,112 | $129,942-82.2% | $104,294-77.8% | $134,475-82.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.89% | 42.03%-63.9pp | 24.61%-46.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $4,105 | $4,184-1.9% | $3,372+21.8% | $4,740-13.4% |
| Participant deferral / active EE | $8,605 | $5,588+54.0% | $4,625+86.0% | $6,400+34.5% |
| Admin fee / account holder | $146 | $9,323-98.4% | $7,339-98.0% | $11,426-98.7% |