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 | $38,803 | $100,754-61.5% | $86,677-55.2% | $134,475-71.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.23% | 29.04%-53.3pp | 35.91%-60.1pp | 417.96%-442.2pp |
| Employer contribution / active EE | $3,183 | $3,489-8.8% | $2,836+12.2% | $4,740-32.8% |
| Participant deferral / active EE | $3,583 | $5,338-32.9% | $4,656-23.0% | $6,400-44.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |