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 | $21,973 | $82,664-73.4% | $125,339-82.5% | $68,494-67.9% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -21.00% | -5.97%-15.0pp | 572.05%-593.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,925 | $3,381-13.5% | $4,814-39.2% | $2,596+12.7% |
| Participant deferral / active EE | $7,173 | $6,110+17.4% | $7,446-3.7% | $4,027+78.1% |
| Admin fee / account holder | $261 | $6,275-95.8% | $10,010-97.4% | $5,403-95.2% |