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 | $117,957 | $132,239-10.8% | $105,722+11.6% | $273,961-56.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -27.70% | 10.07%-37.8pp | 12.25%-40.0pp | 41.45%-69.2pp |
| Employer contribution / active EE | $33,500 | $4,867+588.4% | $4,079+721.3% | $4,869+588.1% |
| Participant deferral / active EE | $21,440 | $6,233+244.0% | $5,326+302.6% | $5,287+305.5% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |