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 | $18,785 | $49,177-61.8% | $79,464-76.4% | $64,186-70.7% |
| Participation rate | 87.9% | 65.0%+22.8pp | 73.3%+14.5pp | 69.6%+18.3pp |
| Annual return | -9.23% | -1.16%-8.1pp | 718.14%-727.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $842 | $2,076-59.5% | $2,800-69.9% | $2,381-64.6% |
| Participant deferral / active EE | $3,719 | $2,821+31.8% | $3,704+0.4% | $3,470+7.2% |
| Admin fee / account holder | $230 | $3,839-94.0% | $5,113-95.5% | $4,888-95.3% |