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 9-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 | $118,194 | $127,386-7.2% | $115,037+2.7% | $125,391-5.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.18% | 31.28%-36.5pp | 26.14%-31.3pp | 282.22%-287.4pp |
| Employer contribution / active EE | $2,132 | $5,166-58.7% | $4,608-53.7% | $4,866-56.2% |
| Participant deferral / active EE | $8,380 | $6,423+30.5% | $6,026+39.1% | $5,352+56.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |