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 | $27,275 | $158,817-82.8% | $121,196-77.5% | $135,375-79.9% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.7%+22.0pp | 82.6%+11.1pp |
| Annual return | -10.01% | -0.64%-9.4pp | 16.93%-26.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,817 | $5,665-50.3% | $4,022-30.0% | $4,779-41.1% |
| Participant deferral / active EE | $4,915 | $4,005+22.7% | $3,344+47.0% | $5,609-12.4% |
| Admin fee / account holder | $127 | $6,512-98.0% | $5,019-97.5% | $10,827-98.8% |