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 | $133,325 | $82,286+62.0% | $68,791+93.8% | $134,475-0.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -20.83% | -2.19%-18.6pp | -6.38%-14.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,013 | $3,301-39.0% | $2,655-24.2% | $4,740-57.5% |
| Participant deferral / active EE | $3,675 | $4,739-22.4% | $3,941-6.8% | $6,400-42.6% |
| Admin fee / account holder | $11 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |