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 | $80,139 | $64,307+24.6% | $57,343+39.8% | $125,391-36.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | -3.29% | 25.12%-28.4pp | 24.39%-27.7pp | 282.22%-285.5pp |
| Employer contribution / active EE | $15,433 | $3,193+383.4% | $2,689+474.0% | $4,866+217.2% |
| Participant deferral / active EE | $8,603 | $3,848+123.6% | $3,162+172.0% | $5,352+60.8% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |