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 | $25,447 | $77,813-67.3% | $123,544-79.4% | $64,186-60.4% |
| Participation rate | 89.0% | 74.7%+14.3pp | 82.3%+6.7pp | 69.6%+19.5pp |
| Annual return | -8.48% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,314 | $3,014-56.4% | $4,628-71.6% | $2,381-44.8% |
| Participant deferral / active EE | $6,515 | $5,240+24.3% | $6,426+1.4% | $3,470+87.8% |
| Admin fee / account holder | $272 | $5,519-95.1% | $9,284-97.1% | $4,888-94.4% |