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 | $15,251 | $76,000-79.9% | $154,107-90.1% | $64,186-76.2% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | -10.36% | 30.32%-40.7pp | 735.12%-745.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $4,475 | $3,351+33.6% | $5,298-15.5% | $2,381+88.0% |
| Participant deferral / active EE | $2,666 | $3,175-16.0% | $5,081-47.5% | $3,470-23.2% |
| Admin fee / account holder | $113 | $5,596-98.0% | $13,411-99.2% | $4,888-97.7% |