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 | $225,805 | $71,050+217.8% | $93,606+141.2% | $80,856+179.3% |
| Participation rate | 75.6% | 60.4%+15.2pp | 68.7%+6.9pp | 67.6%+8.0pp |
| Annual return | -8.94% | 11.26%-20.2pp | 133.20%-142.1pp | 35.59%-44.5pp |
| Employer contribution / active EE | $1,220 | $1,564-22.0% | $2,420-49.6% | $2,755-55.7% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7 | $6,945-99.9% | $8,285-99.9% | $6,918-99.9% |