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 | $126,757 | $127,386-0.5% | $115,037+10.2% | $125,391+1.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.38% | 31.28%-39.7pp | 26.14%-34.5pp | 282.22%-290.6pp |
| Employer contribution / active EE | $11,104 | $5,166+114.9% | $4,608+141.0% | $4,866+128.2% |
| Participant deferral / active EE | $6,705 | $6,423+4.4% | $6,026+11.3% | $5,352+25.3% |
| Admin fee / account holder | $75 | $9,516-99.2% | $8,175-99.1% | $9,540-99.2% |