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 | $103,953 | $69,518+49.5% | $59,878+73.6% | $135,375-23.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.26% | 7.94%-18.2pp | 3.46%-13.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $4,336 | $3,235+34.0% | $2,722+59.3% | $4,779-9.3% |
| Participant deferral / active EE | $18,564 | $4,206+341.4% | $3,402+445.7% | $5,609+231.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |