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 | $19,280 | $83,908-77.0% | $68,509-71.9% | $125,391-84.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -7.63% | 14.48%-22.1pp | 8.27%-15.9pp | 282.22%-289.8pp |
| Employer contribution / active EE | $5,077 | $3,031+67.5% | $2,278+122.9% | $4,866+4.3% |
| Participant deferral / active EE | $5,626 | $4,125+36.4% | $3,382+66.3% | $5,352+5.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |