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 | $57,398 | $168,632-66.0% | $147,614-61.1% | $125,391-54.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.40% | 77.65%-87.1pp | 61.98%-71.4pp | 282.22%-291.6pp |
| Employer contribution / active EE | $20,304 | $6,252+224.8% | $5,564+264.9% | $4,866+317.3% |
| Participant deferral / active EE | $12,983 | $5,507+135.8% | $4,895+165.2% | $5,352+142.6% |
| Admin fee / account holder | $48 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |