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 | $91,724 | $167,307-45.2% | $143,757-36.2% | $134,475-31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.56% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $8,838 | $5,619+57.3% | $4,951+78.5% | $4,740+86.5% |
| Participant deferral / active EE | $6,400 | $6,446-0.7% | $5,637+13.5% | $6,4000% |
| Admin fee / account holder | $163 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |