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 | $65,847 | $105,860-37.8% | $90,749-27.4% | $134,475-51.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.40% | -11.01%-11.4pp | -12.16%-10.2pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,111 | $3,462-10.1% | $2,921+6.5% | $4,740-34.4% |
| Participant deferral / active EE | $3,682 | $5,216-29.4% | $4,564-19.3% | $6,400-42.5% |
| Admin fee / account holder | $18 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |