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 | $122,042 | $127,100-4.0% | $105,738+15.4% | $135,375-9.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.90% | 4.49%-14.4pp | 6.27%-16.2pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,145 | $4,107-72.1% | $3,268-65.0% | $4,779-76.0% |
| Participant deferral / active EE | $11,100 | $5,064+119.2% | $4,080+172.1% | $5,609+97.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |