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 | $143,686 | $153,772-6.6% | $133,980+7.2% | $273,961-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -6.73% | 36.51%-43.2pp | 29.30%-36.0pp | 41.45%-48.2pp |
| Employer contribution / active EE | $2,331 | $6,029-61.3% | $5,211-55.3% | $4,869-52.1% |
| Participant deferral / active EE | $8,963 | $6,958+28.8% | $6,282+42.7% | $5,287+69.5% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |