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 | $146,799 | $190,805-23.1% | $159,960-8.2% | $134,475+9.2% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -24.18% | 552.23%-576.4pp | 408.60%-432.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $6,595 | $4,995+32.0% | $4,226+56.1% | $4,740+39.1% |
| Participant deferral / active EE | $8,812 | $6,923+27.3% | $6,182+42.5% | $6,400+37.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |