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 | $91,506 | $92,222-0.8% | $76,768+19.2% | $135,375-32.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.91% | 5.46%-17.4pp | 2.43%-14.3pp | 519.73%-531.6pp |
| Employer contribution / active EE | $14,955 | $3,216+365.0% | $2,485+501.8% | $4,779+212.9% |
| Participant deferral / active EE | $14,022 | $4,509+211.0% | $3,852+264.1% | $5,609+150.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |