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 | $207,360 | $167,307+23.9% | $143,757+44.2% | $134,475+54.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.51% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,554 | $5,619-36.8% | $4,951-28.2% | $4,740-25.0% |
| Participant deferral / active EE | $7,001 | $6,446+8.6% | $5,637+24.2% | $6,400+9.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |