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 | $182,745 | $181,894+0.5% | $156,549+16.7% | $273,961-33.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.49% | 30.74%-32.2pp | 32.23%-33.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $2,709 | $6,248-56.6% | $5,501-50.8% | $4,869-44.4% |
| Participant deferral / active EE | $9,330 | $5,550+68.1% | $4,871+91.5% | $5,287+76.5% |
| Admin fee / account holder | $186 | $15,559-98.8% | $13,027-98.6% | $10,132-98.2% |