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 | $53,839 | $92,703-41.9% | $82,719-34.9% | $134,475-60.0% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -22.57% | 944.92%-967.5pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,631 | $3,274-50.2% | $3,009-45.8% | $4,740-65.6% |
| Participant deferral / active EE | $5,566 | $4,802+15.9% | $4,395+26.6% | $6,400-13.0% |
| Admin fee / account holder | $290 | $5,983-95.1% | $5,329-94.6% | $11,426-97.5% |