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 | $131,311 | $73,867+77.8% | $143,757-8.7% | $68,494+91.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.02% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $3,619 | $3,184+13.6% | $4,951-26.9% | $2,596+39.4% |
| Participant deferral / active EE | $5,840 | $3,384+72.6% | $5,637+3.6% | $4,027+45.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |