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 | $68,050 | $149,333-54.4% | $106,387-36.0% | $135,375-49.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -11.76% | 0.52%-12.3pp | 0.25%-12.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $8,644 | $4,984+73.4% | $3,520+145.6% | $4,779+80.9% |
| Participant deferral / active EE | $15,626 | $7,230+116.1% | $5,421+188.2% | $5,609+178.6% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |