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 | $68,525 | $77,813-11.9% | $123,544-44.5% | $64,186+6.8% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -9.95% | 12.48%-22.4pp | 119.20%-129.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,414 | $3,014-19.9% | $4,628-47.8% | $2,381+1.4% |
| Participant deferral / active EE | $7,347 | $5,240+40.2% | $6,426+14.3% | $3,470+111.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |