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 | $94,969 | $53,162+78.6% | $91,220+4.1% | $68,494+38.7% |
| Participation rate | 88.0% | 63.2%+24.8pp | 73.2%+14.8pp | 67.9%+20.1pp |
| Annual return | -22.34% | -3.14%-19.2pp | 114.01%-136.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,167 | $1,709+26.7% | $2,850-24.0% | $2,596-16.6% |
| Participant deferral / active EE | $2,772 | $2,974-6.8% | $4,234-34.5% | $4,027-31.2% |
| Admin fee / account holder | $179 | $4,493-96.0% | $5,420-96.7% | $5,403-96.7% |