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 | $101,161 | $108,172-6.5% | $77,482+30.6% | $158,922-36.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -10.22% | 31.67%-41.9pp | 54.79%-65.0pp | 302.83%-313.0pp |
| Employer contribution / active EE | $1,774 | $1,325+33.9% | $986+79.8% | $4,761-62.7% |
| Participant deferral / active EE | $2,958 | $2,456+20.4% | $1,861+59.0% | $5,982-50.5% |
| Admin fee / account holder | $260 | $3,708-93.0% | $2,858-90.9% | $11,246-97.7% |