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 | $76,865 | $131,829-41.7% | $108,579-29.2% | $273,961-71.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.23% | -91.57%+88.3pp | -51.70%+48.5pp | 41.45%-44.7pp |
| Employer contribution / active EE | $2,500 | $4,912-49.1% | $3,758-33.5% | $4,869-48.7% |
| Participant deferral / active EE | $2,768 | $5,127-46.0% | $4,311-35.8% | $5,287-47.7% |
| Admin fee / account holder | $83 | $10,252-99.2% | $7,645-98.9% | $10,132-99.2% |