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 | $23,990 | $92,222-74.0% | $76,768-68.7% | $135,375-82.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.17% | 5.46%-14.6pp | 2.43%-11.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,123 | $3,216-34.0% | $2,485-14.6% | $4,779-55.6% |
| Participant deferral / active EE | $3,585 | $4,509-20.5% | $3,852-6.9% | $5,609-36.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |