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 9-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 | $111,892 | $87,540+27.8% | $75,781+47.7% | $125,391-10.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -15.57% | 13.48%-29.1pp | 9.68%-25.2pp | 282.22%-297.8pp |
| Employer contribution / active EE | $5,090 | $3,930+29.5% | $3,323+53.2% | $4,866+4.6% |
| Participant deferral / active EE | $3,987 | $4,229-5.7% | $3,651+9.2% | $5,352-25.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |