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 10-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 | $105,542 | $98,240+7.4% | $82,313+28.2% | $147,584-28.5% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | -1.96% | 30.85%-32.8pp | 25.88%-27.8pp | 578.55%-580.5pp |
| Employer contribution / active EE | $20,000 | $3,192+526.6% | $2,428+723.6% | $4,876+310.1% |
| Participant deferral / active EE | $17,342 | $4,383+295.7% | $3,706+367.9% | $5,439+218.9% |
| Admin fee / account holder | $1 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |