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 | $176,675 | $162,781+8.5% | $133,956+31.9% | $158,922+11.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.36% | 41.94%-43.3pp | 45.09%-46.5pp | 302.83%-304.2pp |
| Employer contribution / active EE | $2,459 | $4,975-50.6% | $3,919-37.2% | $4,761-48.4% |
| Participant deferral / active EE | $7,325 | $5,911+23.9% | $5,048+45.1% | $5,982+22.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |