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 | $247,209 | $113,935+117.0% | $94,224+162.4% | $125,391+97.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.10% | 5.29%-11.4pp | 10.68%-16.8pp | 282.22%-288.3pp |
| Employer contribution / active EE | $3,890 | $4,727-17.7% | $3,587+8.5% | $4,866-20.1% |
| Participant deferral / active EE | $8,571 | $5,179+65.5% | $4,320+98.4% | $5,352+60.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |