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 | $34,885 | $100,754-65.4% | $86,677-59.8% | $134,475-74.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.00% | 29.04%-54.0pp | 35.91%-60.9pp | 417.96%-443.0pp |
| Employer contribution / active EE | $7,128 | $3,489+104.3% | $2,836+151.3% | $4,740+50.4% |
| Participant deferral / active EE | $15,365 | $5,338+187.9% | $4,656+230.0% | $6,400+140.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |