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 | $156,616 | $167,307-6.4% | $143,757+8.9% | $134,475+16.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.29% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.3pp |
| Employer contribution / active EE | $4,219 | $5,619-24.9% | $4,951-14.8% | $4,740-11.0% |
| Participant deferral / active EE | $7,770 | $6,446+20.5% | $5,637+37.8% | $6,400+21.4% |
| Admin fee / account holder | $262 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |