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 9-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 | $15,968 | $56,484-71.7% | $169,463-90.6% | $64,186-75.1% |
| Participation rate | 92.9% | 64.5%+28.3pp | 77.8%+15.1pp | 69.6%+23.3pp |
| Annual return | -10.27% | -1.55%-8.7pp | 1.83%-12.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,269 | $1,832+23.8% | $4,159-45.5% | $2,381-4.7% |
| Participant deferral / active EE | $2,610 | $3,448-24.3% | $5,277-50.5% | $3,470-24.8% |
| Admin fee / account holder | $166 | $4,174-96.0% | $9,109-98.2% | $4,888-96.6% |