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 | $115,537 | $153,772-24.9% | $133,980-13.8% | $273,961-57.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.14% | 36.51%-37.6pp | 29.30%-30.4pp | 41.45%-42.6pp |
| Employer contribution / active EE | $4,215 | $6,029-30.1% | $5,211-19.1% | $4,869-13.4% |
| Participant deferral / active EE | $12,892 | $6,958+85.3% | $6,282+105.2% | $5,287+143.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |