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 | $44,268 | $91,911-51.8% | $68,793-35.7% | $135,375-67.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -10.23% | -8.22%-2.0pp | -4.63%-5.6pp | 519.73%-530.0pp |
| Employer contribution / active EE | $5,507 | $3,924+40.4% | $2,625+109.8% | $4,779+15.2% |
| Participant deferral / active EE | $6,685 | $4,315+54.9% | $3,311+101.9% | $5,609+19.2% |
| Admin fee / account holder | $241 | $9,240-97.4% | $5,131-95.3% | $10,827-97.8% |