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 | $81,583 | $129,217-36.9% | $93,406-12.7% | $158,922-48.7% |
| Participation rate | 80.0% | 71.0%+9.0pp | 66.8%+13.2pp | 82.0%-2.0pp |
| Annual return | -2.16% | 118.21%-120.4pp | 78.05%-80.2pp | 302.83%-305.0pp |
| Employer contribution / active EE | $717 | $2,711-73.6% | $2,075-65.5% | $4,761-84.9% |
| Participant deferral / active EE | $2,744 | $3,909-29.8% | $3,126-12.2% | $5,982-54.1% |
| Admin fee / account holder | $6 | $7,383-99.9% | $5,230-99.9% | $11,246-99.9% |