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 | $36,142 | $133,958-73.0% | $112,228-67.8% | $134,475-73.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -23.87% | 47.11%-71.0pp | 27.45%-51.3pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,064 | $4,038-24.1% | $3,635-15.7% | $4,740-35.3% |
| Participant deferral / active EE | $6,168 | $5,291+16.6% | $4,728+30.5% | $6,400-3.6% |
| Admin fee / account holder | $227 | $7,489-97.0% | $6,410-96.5% | $11,426-98.0% |