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 | $125,103 | $67,331+85.8% | $60,874+105.5% | $134,475-7.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.16% | 49.93%-73.1pp | 16.90%-40.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $6,704 | $3,096+116.5% | $2,701+148.2% | $4,740+41.4% |
| Participant deferral / active EE | $5,113 | $4,538+12.7% | $3,817+34.0% | $6,400-20.1% |
| Admin fee / account holder | $28 | $4,582-99.4% | $3,224-99.1% | $11,426-99.8% |