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 | $25,545 | $95,971-73.4% | $74,550-65.7% | $135,375-81.1% |
| Participation rate | 95.8% | 75.7%+20.2pp | 69.1%+26.7pp | 82.6%+13.2pp |
| Annual return | -9.64% | 56.96%-66.6pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,316 | $2,716-14.7% | $1,961+18.1% | $4,779-51.5% |
| Participant deferral / active EE | $4,623 | $3,843+20.3% | $3,108+48.7% | $5,609-17.6% |
| Admin fee / account holder | $8 | $6,522-99.9% | $5,060-99.8% | $10,827-99.9% |