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 | $108,493 | $158,817-31.7% | $121,196-10.5% | $135,375-19.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.49% | -0.64%-9.8pp | 16.93%-27.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,908 | $5,665-66.3% | $4,022-52.6% | $4,779-60.1% |
| Participant deferral / active EE | $17,307 | $4,005+332.1% | $3,344+417.5% | $5,609+208.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |