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 | $75,203 | $99,032-24.1% | $80,019-6.0% | $135,375-44.4% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -9.35% | 15.39%-24.7pp | 11.22%-20.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,459 | $3,043-19.2% | $2,468-0.4% | $4,779-48.6% |
| Participant deferral / active EE | $4,747 | $4,282+10.9% | $3,686+28.8% | $5,609-15.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |