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 | $118,078 | $181,894-35.1% | $156,549-24.6% | $273,961-56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.49% | 30.74%-33.2pp | 32.23%-34.7pp | 41.45%-43.9pp |
| Employer contribution / active EE | $10,845 | $6,248+73.6% | $5,501+97.1% | $4,869+122.7% |
| Participant deferral / active EE | $6,655 | $5,550+19.9% | $4,871+36.6% | $5,287+25.9% |
| Admin fee / account holder | $133 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |