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 | $88,016 | $82,286+7.0% | $68,791+27.9% | $134,475-34.5% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -31.94% | -2.19%-29.7pp | -6.38%-25.6pp | 417.96%-449.9pp |
| Employer contribution / active EE | $2,099 | $3,301-36.4% | $2,655-20.9% | $4,740-55.7% |
| Participant deferral / active EE | $6,324 | $4,739+33.5% | $3,941+60.5% | $6,400-1.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |