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 | $172,506 | $131,829+30.9% | $108,579+58.9% | $273,961-37.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.92% | -91.57%+93.5pp | -51.70%+53.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $3,250 | $4,912-33.8% | $3,758-13.5% | $4,869-33.2% |
| Participant deferral / active EE | $8,000 | $5,127+56.0% | $4,311+85.6% | $5,287+51.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |