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 | $168,257 | $142,405+18.2% | $115,157+46.1% | $152,861+10.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -2.34% | 41.48%-43.8pp | 35.60%-37.9pp | 345.32%-347.7pp |
| Employer contribution / active EE | $3,142 | $4,010-21.6% | $3,179-1.2% | $4,762-34.0% |
| Participant deferral / active EE | $4,789 | $5,164-7.3% | $4,168+14.9% | $5,850-18.1% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |