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 | $98,236 | $133,958-26.7% | $112,228-12.5% | $134,475-26.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -31.15% | 47.11%-78.3pp | 27.45%-58.6pp | 417.96%-449.1pp |
| Employer contribution / active EE | $4,917 | $4,038+21.8% | $3,635+35.3% | $4,740+3.7% |
| Participant deferral / active EE | $14,991 | $5,291+183.3% | $4,728+217.1% | $6,400+134.2% |
| Admin fee / account holder | $53 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |