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 | $177,438 | $90,503+96.1% | $78,689+125.5% | $273,961-35.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | -5.94% | 75.60%-81.5pp | 62.18%-68.1pp | 41.45%-47.4pp |
| Employer contribution / active EE | $9,512 | $3,176+199.5% | $2,851+233.7% | $4,869+95.4% |
| Participant deferral / active EE | $5,593 | $3,901+43.4% | $3,517+59.0% | $5,287+5.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |