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 | $65,678 | $162,781-59.7% | $133,956-51.0% | $158,922-58.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.49% | 41.94%-46.4pp | 45.09%-49.6pp | 302.83%-307.3pp |
| Employer contribution / active EE | $3,594 | $4,975-27.8% | $3,919-8.3% | $4,761-24.5% |
| Participant deferral / active EE | $9,824 | $5,911+66.2% | $5,048+94.6% | $5,982+64.2% |
| Admin fee / account holder | $292 | $11,736-97.5% | $8,927-96.7% | $11,246-97.4% |