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 | $149,320 | $142,405+4.9% | $115,157+29.7% | $152,861-2.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -15.05% | 41.48%-56.5pp | 35.60%-50.6pp | 345.32%-360.4pp |
| Employer contribution / active EE | $16,875 | $4,010+320.8% | $3,179+430.9% | $4,762+254.3% |
| Participant deferral / active EE | $12,500 | $5,164+142.1% | $4,168+199.9% | $5,850+113.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |