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 | $72,795 | $63,953+13.8% | $54,726+33.0% | $135,375-46.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -9.09% | -5.77%-3.3pp | -4.56%-4.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $6,017 | $4,256+41.4% | $3,449+74.4% | $4,779+25.9% |
| Participant deferral / active EE | $18,856 | $4,810+292.0% | $3,953+377.0% | $5,609+236.2% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |