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 | $58,051 | $64,307-9.7% | $57,343+1.2% | $125,391-53.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -4.07% | 25.12%-29.2pp | 24.39%-28.5pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,010 | $3,193-37.1% | $2,689-25.3% | $4,866-58.7% |
| Participant deferral / active EE | $3,373 | $3,848-12.4% | $3,162+6.6% | $5,352-37.0% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |