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 | $75,703 | $167,307-54.8% | $143,757-47.3% | $134,475-43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.19% | 0.46%-20.7pp | -0.04%-20.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $12,995 | $5,619+131.3% | $4,951+162.5% | $4,740+174.2% |
| Participant deferral / active EE | $6,013 | $6,446-6.7% | $5,637+6.7% | $6,400-6.1% |
| Admin fee / account holder | $100 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |