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 | $32,219 | $84,527-61.9% | $67,711-52.4% | $125,391-74.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -9.32% | 2.57%-11.9pp | 25.41%-34.7pp | 282.22%-291.5pp |
| Employer contribution / active EE | $8,824 | $3,292+168.1% | $2,559+244.8% | $4,866+81.3% |
| Participant deferral / active EE | $13,439 | $4,429+203.4% | $3,585+274.9% | $5,352+151.1% |
| Admin fee / account holder | $160 | $5,340-97.0% | $4,255-96.2% | $9,540-98.3% |