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 | $39,351 | $211,958-81.4% | $169,463-76.8% | $135,375-70.9% |
| Participation rate | 95.0% | 82.6%+12.4pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -10.48% | 3.26%-13.7pp | 1.83%-12.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,212 | $5,120-17.7% | $4,159+1.3% | $4,779-11.9% |
| Participant deferral / active EE | $6,415 | $6,075+5.6% | $5,277+21.6% | $5,609+14.4% |
| Admin fee / account holder | $30 | $11,471-99.7% | $9,109-99.7% | $10,827-99.7% |