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 | $38,184 | $39,019-2.1% | $80,716-52.7% | $85,850-55.5% |
| Participation rate | 85.7% | 41.5%+44.2pp | 54.2%+31.5pp | 69.3%+16.4pp |
| Annual return | 8.73% | 26.27%-17.5pp | 87.28%-78.5pp | 318.53%-309.8pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,865 | $1,326+116.1% | $2,146+33.5% | $3,952-27.5% |
| Admin fee / account holder | $194 | $2,431-92.0% | $3,380-94.3% | $6,260-96.9% |