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 | $83,280 | $95,193-12.5% | $76,523+8.8% | $135,375-38.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -10.70% | 4.85%-15.5pp | -0.27%-10.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $5,338 | $3,302+61.6% | $2,647+101.6% | $4,779+11.7% |
| Participant deferral / active EE | $8,566 | $4,639+84.6% | $3,835+123.3% | $5,609+52.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |