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 | $64,532 | $92,222-30.0% | $76,768-15.9% | $135,375-52.3% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -9.88% | 5.46%-15.3pp | 2.43%-12.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,211 | $3,216-0.1% | $2,485+29.2% | $4,779-32.8% |
| Participant deferral / active EE | $7,044 | $4,509+56.2% | $3,852+82.9% | $5,609+25.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |