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 5-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 | $144,495 | $117,841+22.6% | $102,423+41.1% | $145,922-1.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -3.50% | 31.65%-35.1pp | 29.32%-32.8pp | 561.29%-564.8pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $3,023-33.3% | $4,660-56.7% |
| Participant deferral / active EE | $2,420 | $5,731-57.8% | $5,053-52.1% | $6,688-63.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |