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 | $16,910 | $76,000-77.7% | $154,107-89.0% | $64,186-73.7% |
| Participation rate | 79.6% | 70.4%+9.2pp | 83.0%-3.4pp | 69.6%+10.0pp |
| Annual return | -8.91% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $856 | $3,351-74.4% | $5,298-83.8% | $2,381-64.0% |
| Participant deferral / active EE | $2,258 | $3,175-28.9% | $5,081-55.5% | $3,470-34.9% |
| Admin fee / account holder | $52 | $5,596-99.1% | $13,411-99.6% | $4,888-98.9% |