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 | $116,047 | $135,952-14.6% | $123,892-6.3% | $273,961-57.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | -1.86% | 56.63%-58.5pp | 47.52%-49.4pp | 41.45%-43.3pp |
| Employer contribution / active EE | $4,207 | $5,170-18.6% | $4,617-8.9% | $4,869-13.6% |
| Participant deferral / active EE | $10,548 | $6,343+66.3% | $5,984+76.3% | $5,287+99.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |