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 | $160,819 | $100,754+59.6% | $86,677+85.5% | $134,475+19.6% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -21.69% | 29.04%-50.7pp | 35.91%-57.6pp | 417.96%-439.7pp |
| Employer contribution / active EE | $5,556 | $3,489+59.2% | $2,836+95.9% | $4,740+17.2% |
| Participant deferral / active EE | $2,755 | $5,338-48.4% | $4,656-40.8% | $6,400-56.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |