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 | $165,754 | $167,484-1.0% | $151,611+9.3% | $134,475+23.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.23% | 7.80%-29.0pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $7,760 | $6,829+13.6% | $6,166+25.9% | $4,740+63.7% |
| Participant deferral / active EE | $16,240 | $8,986+80.7% | $8,363+94.2% | $6,400+153.8% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |