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 | $141,907 | $167,307-15.2% | $143,757-1.3% | $134,475+5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.57% | 0.46%-36.0pp | -0.04%-35.5pp | 417.96%-453.5pp |
| Employer contribution / active EE | $1,670 | $5,619-70.3% | $4,951-66.3% | $4,740-64.8% |
| Participant deferral / active EE | $13,301 | $6,446+106.4% | $5,637+136.0% | $6,400+107.8% |
| Admin fee / account holder | $159 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |