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 | $59,971 | $133,958-55.2% | $112,228-46.6% | $134,475-55.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -21.26% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,013 | $4,038-25.4% | $3,635-17.1% | $4,740-36.4% |
| Participant deferral / active EE | $10,539 | $5,291+99.2% | $4,728+122.9% | $6,400+64.7% |
| Admin fee / account holder | $10 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |