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 | $153,106 | $110,094+39.1% | $151,611+1.0% | $68,494+123.5% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -21.65% | -10.12%-11.5pp | 3.33%-25.0pp | -7.84%-13.8pp |
| Employer contribution / active EE | $3,285 | $4,471-26.5% | $6,166-46.7% | $2,596+26.5% |
| Participant deferral / active EE | $8,584 | $6,527+31.5% | $8,363+2.6% | $4,027+113.2% |
| Admin fee / account holder | $73 | $7,719-99.1% | $11,616-99.4% | $5,403-98.7% |