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 | $222,156 | $95,862+131.7% | $79,550+179.3% | $134,475+65.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -29.32% | -2.69%-26.6pp | 0.16%-29.5pp | 417.96%-447.3pp |
| Employer contribution / active EE | $3,036 | $3,128-2.9% | $2,413+25.8% | $4,740-35.9% |
| Participant deferral / active EE | $7,937 | $4,693+69.1% | $3,985+99.2% | $6,400+24.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |