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 | $38,222 | $78,672-51.4% | $109,143-65.0% | $85,850-55.5% |
| Participation rate | 85.4% | 68.3%+17.1pp | 75.9%+9.5pp | 69.3%+16.1pp |
| Annual return | -10.64% | 25.09%-35.7pp | 25.75%-36.4pp | 318.53%-329.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |