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 | $172,523 | $167,484+3.0% | $151,611+13.8% | $134,475+28.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.12% | 7.80%-30.9pp | 3.33%-26.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $20,723 | $6,829+203.5% | $6,166+236.1% | $4,740+337.2% |
| Participant deferral / active EE | $14,270 | $8,986+58.8% | $8,363+70.6% | $6,400+123.0% |
| Admin fee / account holder | $53 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |