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 | $33,514 | $211,958-84.2% | $169,463-80.2% | $135,375-75.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -15.55% | 3.26%-18.8pp | 1.83%-17.4pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,361 | $5,120-73.4% | $4,159-67.3% | $4,779-71.5% |
| Participant deferral / active EE | $8,290 | $6,075+36.5% | $5,277+57.1% | $5,609+47.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |