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 | $61,729 | $135,635-54.5% | $110,238-44.0% | $135,375-54.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -9.98% | 513.19%-523.2pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,319 | $4,906-73.1% | $3,826-65.5% | $4,779-72.4% |
| Participant deferral / active EE | $7,918 | $5,506+43.8% | $4,672+69.5% | $5,609+41.2% |
| Admin fee / account holder | $247 | $11,457-97.8% | $8,547-97.1% | $10,827-97.7% |