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 | $103,349 | $92,222+12.1% | $76,768+34.6% | $135,375-23.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.77% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $30,000 | $3,216+832.9% | $2,485+1107.2% | $4,779+527.8% |
| Participant deferral / active EE | $2,215 | $4,509-50.9% | $3,852-42.5% | $5,609-60.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |